Our attorneys have years of experience addressing the multigenerational needs of business owners, professionals, and high net-worth families. As a result, Bohatch & Peñaranda, P.L.L.C. is adept at developing estate plans that reduce exposure to taxes, disputes and probate proceedings. However, we are well aware that wealth can also fall prey to unanticipated family events and unexpected medical crises.
Taking all these considerations into account, we develop creative solutions that apply our knowledge of the law as it relates to business, tax, trusts, estates and domestic partnerships. Our approach is a comprehensive, fully-integrated means to this end: an effective, tax-efficient strategy for minimizing risk while maximizing peace of mind for you, your family, employees, philanthropies, and other valued beneficiaries.
To achieve our clients’ estate planning goals, Bohatch & Peñaranda, P.L.L.C. draws upon proficiencies in the following practice areas and instruments:
- Trust and Estate Administration
- Estate Planning
- Living Trusts
- Wills
- Grantor Retained Annuity Trusts
- Charitable Remainder Trusts
- Charitable Lead Trusts
- Sale of Assets to Grantor Trusts
- Private Foundations
- Irrevocable Life Insurance Trusts
- Generation-Skipping Dynasty Trusts
- Durable Power of Attorney
- Healthcare Surrogate
- Living Wills
- Probate Avoidance
- Gift Trusts