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Estate Tax Planning

Estate Tax Planning


Estate Tax Planning

Depending on the size of the estate involved, it may be subject to an estate tax. At Antonoplos & Associates, our team of estate planning attorneys understand that estate planning involves dealing with issues that are complicated and often involve a number of moving parts in order to minimize applicable estate tax. Our dedicated estate planning attorneys understand the pro’s and con’s and uses of many estate planning tools and techniques, and work with clients to select the most effective estate tax minimization for their individual needs.

Experienced Tax Professionals

At Antonoplos & Associates team of estate planning attorneys assist clients throughout Washington D.C. and Maryland to preserve, manage, and distribute their assets that they have earned throughout their lifetime. We help ensure that clients pass their money to their beneficiaries efficiently and optimally according to the decedent’s wishes with the minimum impact of federal and state estate tax. It’s your money let us help minimize your estate tax burden.

Antonoplos & Associates Assist Clients With

  • Complex and Simple Wills
  • Codicil To Last Will and Testament
  • Trusts for Estates Not Subject to Federal Estate Tax
  • Comprehensive Estate Plans to Avoid State and Federal Estate Tax
  • Revocable Living Trusts
  • Irrevocable Life Insurance Trusts (ILITs)
  • IRA Beneficiary Trust
  • Charitable Remainder Trusts
  • Qualified Personal Residence Trusts (QPRTs)
  • Grantor Retained Annuity Trusts (GRATs)
  • Intentionally Defective Grantor Trusts (IDGTs)
  • Dynasty Trusts and Family Trusts
  • Credit Shelter Trusts
  • Disclaimer Trusts and A­B Revocable Trusts
  • Advanced Directives (including):
    • Limited Powers of Attorney
    • Durable General Powers of Attorney
    • Healthcare Power of Attorney
    • Living Wills
    • HIPAA Waivers
    • Medical Visitation Instructions
    • Final Disposition Instructions

Frequently Asked Questions


Why Do I Need An Estate Plan?
Proper estate planning enables you to minimize or completely avoid estate tax, probate proceedings, expenses, and delays associated with this administration of your estate. It also allows you to choose not only who receives your assets, but also how and when your beneficiaries will receive your assets. Our law firm prides itself on taking the time to learn the goals and objectives of our clients and integrating them into a customized estate plan for an individual, couple, or family.

What Is An Advanced Estate Planning Strategy?
Advanced estate planning techniques aim to reduce federal and state estate tax. Under the Internal Revenue Code, a person’s estate is subject to the federal estate tax if the value of their estate is over the applicable exclusion amount in the year they pass away. Under current IRS guidelines an individual’s estate could be subject to as high as a 35% tax on every dollar the estate owns over the applicable exclusion amount. Without employing advanced estate planning strategies, much of the money you own may wind up in the hands of the IRS.

Our firm routinely counsels clients on probate avoidance and tax efficient estates. We employ state of the art tax planning software to model the tax consequences of estate plans on our clients’ estates. In addition we routinely prepare the following estate planning devices to achieve our clients goals and objectives:

  • Simple Wills and Complex Wills
  • Testamentary Trusts
  • Revocable Living Trusts
  • Credit Shelter and QTIP Trusts
  • Charitable Remainder Trusts, Special Needs Trusts and Spendthrift Trusts
  • Insurance, Family and Dynasty Trusts
  • GRATs, QPRTs, and other Split Interest Trusts
  • Generation­Skipping Transfer Tax Planning Devices
  • Family Limited Liability Companies, Family Limited Partnerships & Family Offices
  • Business Succession Planning
  • Advanced Directives
    • Durable General Power of Attorney
    • Healthcare Power of Attorney
    • Appointment of Guardian
    • Appointment of Conservator

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