Advanced Trust & Tax Planning

Advanced Trust & Tax Planning in New  Jersey and New York City

BMC has worked with many individuals and families to make sure their estate plans are both comprehensive and tax efficient. The current state of the estate tax is both murky and confusing and is subject to change. Our goal as your law firm to trust is to create a plan for you that will stand the test of time. We do not want you to have to come back to us one year after we created your plan just because the tax laws change.

Obviously, we cannot predict what the future holds from a tax perspective (or any perspective for that matter!). But when you create an estate plan with BMC, you should know that we have your best interests at heart, and that we are not trying to create additional legal fees to take advantage of the tax environment. If anything, our goal is to provide you with more value than you can get anywhere else.

For example, we have experience creating the following types of trusts for our New Jersey and New York clients:

Irrevocable Life Insurance Trust (ILIT)

Spousal Lifetime Access Trusts (SLATs)

Intentionally Defective Grantor Trusts (IDGTs) also known as Grantor Trusts

Installment Sales to Grantor Trusts

Charitable (either Charitable Remainder or Charitable Lead) Trusts

Supplemental Needs Trusts (or Special Needs Trusts)

Grantor Retained Annuity Trusts (GRATs)

Qualified Terminable Interest Property Trust (QTIP)

Domestic Asset Protection Trust (DAPT)

...and much more.

To schedule a consultation with Alec or Erin to discuss your advanced planning needs, please fill out the form on the right, call 973-339-2444 (Ext. 5) or email alec@bmcestateplanning.com.

Getting in touch

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About us

Borenstein, McConnell & Calpin, P.C. is a Wills & Estate Planning law firm serving Central and Northern New Jersey, as well as New York City. We strive not only to give you a great client experience, but to become your trusted adviser for life. To reach Alec, please send an email to alec@bmcestateplanning.com.

NJ Offices:
155 Morris Avenue, Suite 201
Springfield, NJ 07081

3 Werner Way, Suite 230
Lebanon, NJ 08833

NY Office:
4607 Fort Hamilton Parkway
Brooklyn, NY 11219