Estate Planning

When you are looking to secure your financial future for you and your family, there is no one-size-fits-all solution. It is important to seek advice and counsel from an experienced estate planning lawyer; one who will help you craft a solution that fits your unique needs.

Echelon Law Corporation provides customized representation to individuals and families looking to secure and protect their wealth. Estate Planning is one of the key original practices at Echelon Law Corporation. We are committed to our core practice of estate planning and wealth transfer strategies. We have the experience and knowledge to help clients find creative solutions to their complex and very specific needs. We take the time to assess fully each client’s situation and to recommend a plan that the client understands.

Estate Planning

+ Wealth Transfer Strategies

A successful wealth transfer strategy transfers wealth, or an opportunity to acquire wealth, in a way that minimizes probate fees and applicable taxes at death, thereby maximizing the benefits of the transfer.

At Echelon Law Corporation, we are dedicated to assisting individuals and families with matters pertaining to their wealth and assets. We consider wealth transfer strategies to be long-term projects for our firm. We will work with you over the course of your lifetime to help you create, implement, and maintain a plan that accomplishes your goals and preserves your assets for future generations.

+ Business succession planning

Many of our clients are owners of family businesses. Planning for the transition of a family business from one generation to the next requires careful coordination of the differing desires of various family members and the various estate and tax issues inherent in decisions involving such businesses.

At Echelon Law Corporation, we have the experience and knowledge to formulate and employ creative solutions for closely held businesses and other family businesses seeking to transfer such businesses in a cost-efficient manner and in a way that satisfies various competing desires. Through careful planning, we will work with you to find the option that best suits your family.

Family business planning can help to structure, manage and allocate assets among family members. The formation of business entities can allow your family to manage and maintain control of its wealth, share wealth among its members, secure inheritance for future generations and reduce taxes. An experienced lawyer can help you explore your options and guide you toward informed decisions regarding your family’s future wealth.

At Echelon Law Corporation, we are dedicated to providing expert, tailored representation to individuals and families facing a wide range of estate and wealth transfer matters, including those pertaining to family business planning. We take the time to understand each client’s unique situation and formulate innovative solutions that meet his or her diverse needs.

+ Charitable Planning

At Echelon Law Corporation, we help individuals accomplish their charitable goals. These include creating, and advising the ongoing administration of, testamentary trusts, private foundations and charitable remainder trusts. We often act as liaison between our clients and charitable organizations in order to ensure that our clients’ charitable intentions are fulfilled. We are equipped to represent the interests of those seeking to contribute significantly to charitable organizations.

+ Prenuptial and Postnuptial Planning

Marriage is not only one of the most significant personal decisions you will ever make, it also changes your financial situation profoundly for the rest of your life. While no one expects the marriage to end when he or she enters it, life can take unexpected turns. To avoid being caught off-guard if the unexpected should happen, you can take steps now to protect yourself.

At Echelon Law Corporation, we assist individuals approaching marriage in prudently preparing their assets. We also assist parents in preparing arrangements to pass assets or property to their children who may be getting married and starting a new life of their own.

We also assist clients in postnuptial marriage agreements, making arrangements after a marriage has already occurred. Many times, postnuptial marriage agreements are created to accommodate circumstances that arise as the couple ages.

+ Planning for Incapacity

Planning for incapacity is one of the most crucial steps you can take during your lifetime to ensure that if you are ever injured or become ill and unable to make decisions, you will be treated and your health managed in a way that you would have chosen. There are several vehicles through which you can outline your wishes and we can help.

At Echelon Law Corporation, we will take the time to understand your unique and individual situation and wishes. We tailor our services and approach to each client, meticulously developing a plan that will provide confidence that his or her wishes will be followed when he or she is no longer capable of expressing his or her wishes.

Manijeh is a very knowledgeable and friendly attorney. She is ethical, hardworking and will go out of her way to make sure you will receive the best results. We have hired Manijeh a number of times for different services including real estate purchases and estate planning. We have always been extremely satisfied with the outcome. I highly recommend Manijeh as an attorney.– Dr. Sara Hamidi