Estate Planning & Asset Protection

We Have Over Four Decades of Estate Planning and Wealth Preservation Experience

With an emphasis on the unique estate planning needs of business owners, Stuart H. Sorkin has been specializing in all aspects of estate planning and wealth preservation for over 40 years. From basic to complex estate planning, we develop a customized tax and cost-effective estate plan that accomplish the goals of protecting the assets that you leave to your heirs from life’s unplanned events such as divorce, creditors, substance abuse and spend-downs to qualify for government assistance, while providing the heir significant control of their inheritance and preserving family harmony future.

Business and Legal Advisors stand ready to put their estate Planning and wealth preservation expertise to work for you in the Washington, DC metropolitan area, as well as nationwide.

Areas of expertise include: 

• Wills Revocable Trusts, Powers of Attorneys & Living Wills
• Generation-Skipping/Dynasty Trusts
• Special Needs Trusts
• Grantor Retained Interest Trusts
• Qualified Personal Residence Trusts
• Qualified Domestic Trusts
• Charitable Trusts
• Self Settled Creditor Protected Trusts
• Family Entities
• Premarital Agreements

Contact Us Today to Get Started

For more information and to get expert help, head over to our contact information page for more details.