DEITRICH Private Client Counsel A Professional Corporation Request a consultation

Practice

Four questions, answered in one place.

You probably already have an estate attorney, a CPA, a wealth manager, and a lender. They have likely never spoken to one another. Each of them is right about their own piece, and nobody owns the seams. We work across all four and write the plan that reconciles them.

01 / Foundation

Estate planning

Who decides for you when you cannot. Who receives, when, and under what conditions. These documents get read for the first time on the worst week your family has had, usually by someone who is grieving and guessing.

  • Revocable living trusts and pour-over wills
  • Durable powers of attorney and health care directives
  • Guardianship and standby care for minor children
  • Real property titling across multiple states
  • Business interests, firearms, art, and digital assets
  • Trust funding, the step most plans never finish
02 / Structure

Trust strategy

Past a certain size, ownership itself becomes the question. Who holds it, in what state, under whose discretion, and what your family can do about it if that person turns out to be wrong.

  • Irrevocable trusts: SLAT, IDGT, GRAT, QPRT, ILIT
  • Dynasty and generation-skipping structures
  • Family limited partnerships and holding LLCs
  • Situs selection, decanting, and modification
  • Trustee selection, succession, and removal terms
  • Distribution standards drafted for real beneficiaries
03 / Exposure

Tax planning

Transfer tax modeled against income tax and basis together. It is common to see a plan that saves a fortune in estate tax and hands the children a capital gains bill nobody mentioned.

  • Lifetime exemption use and sunset positioning
  • Valuation, discounts, and appraisal defense
  • Basis step-up analysis and swap powers
  • Grantor trust income tax coordination
  • Charitable vehicles: CRT, CLT, and foundations
  • State residency and multi-state exposure
  • Direct representation before the Internal Revenue Service
04 / Resolution

Complex financial liabilities

Judgments, guarantees, and contingent obligations do not disappear when assets move into a trust. Worse, moving them at the wrong moment can be undone by a court and can look like something you did on purpose. We deal with this part first.

  • Judgments, liens, and encumbered estate assets
  • Personal guarantees and contingent obligations
  • Creditor negotiation, settlement, and release
  • Exempt asset analysis under state law
  • Coordination with lenders and taxing authorities
  • Fiduciary exposure in administering a burdened estate