PROTECTING CLIENTS AND HELPING THEM GROW Since 1993
Advanced Estate Planning
Macdonald Fernandez LLP offers high-end estate planning to protect and pass on valuable or complex assets such a business, real estate, farm, stock and other assets. We assist clients in understanding and navigating complex issues such as estate taxes, gift taxes, trusts, trust administration, wills, probate, powers of attorney, advance directives and other issues.Our process is unique in that we put the client’s business and personal goals first and then allow those goals to drive our strategy. In addition to traditional wills and trusts, we apply powerful tools to accomplish the client’s goals, such as grantor retained annuity trusts (GRATs), qualified personal residence trusts (QPRTs), irrevocable life insurance trusts (ILITs) and intentionally defective grantor trusts (IDGTs).
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