Senior citizens are increasingly healthier, independent, mobile and more affluent than earlier generations. Consequently, they seek and need specialized estate and trust planning.
The strength of one’s personal estate is dependent upon the fiduciary’s ability to implement the provisions of the will. Through its many years of estate and trust planning for its clients, Chasse & Company has built an enviable reputation in this field.
As an adjunct to its estate planning practice, we have developed a program of charitable giving through trusts which in many cases supplements one’s estate plan.
- Gross Estate Determination
- Estate Planning
- Estate Plan Implementation
- Trust Planning and Implementation
- Representation before Taxing Authorities