The design and implementation of estate plans is at the core of D.E. Murphy PLLC’s practice. D.E. Murphy works with clients to identify goals and craft bespoke plans designed to safeguard assets during life and tax-efficiently transfer wealth to future generations upon death in a manner consistent with the family’s overall goals and values.
D.E. Murphy provides foundational documents such as last will and testament and revocable trusts, as well as more complex, transfer tax driven instruments such as intentionally defective grantor trusts.
D.E. Murphy provides services related to:
- Revocable Trusts
- Last Wills and Testament
- Irrevocable Life Insurance Trusts (ILITs)
- Intentionally Defective Grantor Trusts (IDGTs)
- Spousal Lifetime Access Trusts (SLATs)
- Dynasty Trusts
- Family Limited Partnerships and LLCs
- Qualified Personal Residence Trusts (QPRTs)
- Grantor Retained Annuity Trusts (GRATs)
- Charitable Lead and Remainder Trusts (CLT/CRTs)
- Private Annuities
- 678 Trusts
- Split-Dollar Life Insurance