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Advanced Estate Planning Techniques

by Michelle L. Orlowski
Bleakley Platt & Schmidt LLP - White Plains Office

May 24, 2013

Below we have described what we call advanced estate planning techniques that clients may wish to consider once they have basic estate planning documents in place. The descriptions below are not intended to be a discussion of all the technical requirements for each technique, but rather, a general description of the technique and how it works. If you would like to explore the use of any of the techniques described below, a member of the trusts and estates department would be happy to discuss the technique with you in detail and to prepare an analysis of how the particular technique would operate in your overall plan.


The views expressed in this document are solely the views of the author and not Martindale-Hubbell. This document is intended for informational purposes only and is not legal advice or a substitute for consultation with a licensed legal professional in a particular case or circumstance.

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