Wills and trusts form the bedrock of most estate plans.  Clients often question whether they need a trust and, if so, whether a Will is also necessary.

In many situations, a Will can fulfill all of the client’s planning needs.  Where a trust is indicated, the question then becomes: What type?  Revocable?  Irrevocable?  Tax-driven?

Rick Kozlowski has over thirty years of experience with these issues.  To help his clients, he has created a separate website that explains, in detail, many of the problems faced in this area of the law.

For more information regarding estate planning taxation, visit Rick’s website:  www.vermontestateplan.com.

Quick links to details:


Living Trusts

Grantor Trusts (GRATs and GRUTs)

Qualified Personal Residence Trusts (QPRTs)

Charitable Trusts

Special Needs Trusts

Will and Trust Attorneys in Burlington, VT

Portrait of Richard Kozlowski