Estate Planning and Wealth Transfer
This May Be Right for You If....
You want to protect your spouse, children, or future generations
You own significant assets, real estate, or business interests
You want to reduce risk of future estate, gift, or inheritance-related complications
You are looking for tax-aware planning rather than a basic document package
You need guidance with probate or estate administration after a loved one's passing
You have family, assets, or planning concerns that involve both US and Korea
We Help With...
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Wills and revocable living trusts
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Powers of attorney and healthcare directives
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Probate avoidance and incapacity planning
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Probate and estate administration
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Trust administration and post-death planning issues
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Estate and gift tax-aware planning
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Irrevocable trust planning
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Business succession and family wealth transfer planning
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Asset protection-oriented planning
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Cross-border estate planning involving U.S.-Korea family or asset connections
Service May Include...
Depending on the client’s goals and circumstances, advanced planning may involve irrevocable trust strategies and other sophisticated wealth transfer techniques, including planning concepts such as:
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Spousal Lifetime Access Trusts (SLATs)
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Grantor Retained Annuity Trusts (GRATs)
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Charitable Remainder Trusts (CRTs)
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Family Limited Partnerships (FLPs)
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Other customized trust and transfer structures designed for tax efficiency, control, and long-term family planning