Trusts and Estates

Developing an estate planning strategy that best suits your needs starts at Whelan Corrente.

Estate Planning is the implementation of legal advice and documentation to have one’s property and affairs properly in order in the event of death or disability. While the concept has been around for hundreds of years, more recently, Estate Planning has become increasingly more complex and burdensome due to the changes in tax law rules and the need to address complex multistate planning issues. Without question, having an estate plan is like having peace of mind.

Joseph R Marion III, the  chair of the estate planning department at Whelan Corrente & Flanders has years of experience to customize your estate plan and make the process easy to understand. Whether a client’s estate is large or small, Joe’s commitment is to fulfill objectives in the most appropriate manner, as every estate plan is different. 

At our first meeting, while becoming familiar with our client’s assets and goals, we will utilize a variety of Estate Planning techniques such as:

• Advance Directives
• Charitable Lead Trusts
• Charitable Remainder Trusts
• Complex Wills
• Declarations of Domicile
• Family Limited Partnerships or LLCs
• Grandchildrens’ Trusts
• Grantor Retained Annuity Trusts
• Grantor Trusts
• Health Care Surrogates
• Irrevocable Gifting Trusts
• Irrevocable Insurance Trusts
• Living Wills
• Postnuptial Agreements
• Pour Over Wills
• Powers of Attorney
• Preneed Guardian
• Prenuptial Agreements
• Private Annuities
• Private Foundations
• Qualified Personal Residence Trusts
• Revocable Trusts