Larsen & Risley

The firm specializes in the design and implementation of estate plans that are appropriate to the specific needs and objectives of our clients. Our estate plans typically include basic foundational documents such as wills, living revocable trusts, and durable powers of attorney for assets and health care.

In order to achieve our clients goals we commonly utilize some of the following trusts:

• asset protection trusts
• charitable trusts
• irrevocable trusts
• grantor retained annuity/unitrusts
• personal residence trusts
• foreign asset protection trusts

Our estate plans may also include the use of some of the following planning devices:

• family limited partnerships
• private foundations
• employee stock ownership plans
• corporate recapitalizations
• private annuities
• estate freezes (SuperGRAT / SuperFREEZE)
• self-canceling notes

The firm is highly effective at developing long-range estate plans utilizing combinations of these tools and devices and resolving tax issues while allowing the client to maintain control of assets, receive higher current income, reposition assets properly, and reduce current gift and estate taxes.