Estate and Trust Services

Let's help your clients plan together.

Our estate and trust group is exceptional in the South Florida market. We work with attorneys to help your clients optimize and protect assets for themselves and for their heirs.

The depth and focus of our estate and trust practice group is a true resource for you.

The key to our service is understanding clients' goals. We'll work with you to do so, and develop creative solutions for them together. Some of the tools we use are:

  • Family limited partnership
  • Charitable Lead Trust
  • Charitable Remainder Trust
  • Qualified Personal Residence Trust
  • Grantor Retained Annuity Trust
  • Sale to Intentional Defective Grantor Trust
  • Irrevocable Life Insurance Trust, including split dollar arrangements