Estate Planning

IndUS Counsel routinely represents individuals and families in diverse estate planning matters. Our understanding of your personal needs coupled with our in-depth understanding of key areas affecting your families, such as immigration, rental and other investments, life management and risk mitigation, and our wide collaboration with other professionals, including accountants, bankers, investment advisors, financial planners, tax planners and life insurance professionals, offers us an unique insight and deep experience necessary to structure and execute the most appropriate plans for our client's asset management, personal and business succession, exit strategies, family philanthropy, and transfer of wealth to heirs and other beneficiaries. We routinely work with employees who have legal insurance plans, such as ARAG, MetLife Legal Plans (formerly, Hyatt Legal Plans), CLC, LawPoint (i.e., ComPsych), LegalEASE and Workplace Options. 

SERVICES

  • Wills & Codicils
  • Pour Over Wills
  • Guardianship Declarations
  • Financial Powers of Attorney
  • Advance Health Care Directives
  • HIPAA Release​s
  • Set up of LLCs and series LLCs for rental properties
  • Estate planning strategies for young adults
  • Supplemental and Special Needs Trusts
  • Financial planning guidance through third-party referrals
  • Revocable Living Trusts
  • Irrevocable Living Trusts
  • Dynasty Trusts
  • ​Qualified Personal Residence Trusts
  • Certification and funding of trusts
  • Recording of deeds and other title documents
  • Amendment and modification of trusts and estate plans
  • Estate planning advisory services relating to funding of 401(k)s, IRAs, 529 Plans and other tax-advantage instruments