OVERVIEW

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, LegalShield and Workplace Options. 

SERVICES

Wills & Trusts

  • Last Will & Testament and 'Pour Over' Wills
  • Revocable Living Trusts
  • Irrevocable Trusts, including GRATs, ILITs, SLATs, QPRTs​
  • Supplemental and Special Needs Trusts
  • Trust funding, trust administration & trust modifications

Business Succession

  • Asset protection strategies
  • Set up of LLCs for rental/investment properties
  • Recording of deeds and title transfer

Financial & Medical Authorizations

  • Financial Power of Attorney
  • Advance Health Care Directives/Living Will
  • Health Care Power of Attorney
  • HIPAA Release​ & Authorization
  • DNR & Last Wishes

Family Succession

  • Guardianship Declarations
  • Nomination of Conservators
  • Estate planning strategies for young adults