ESTATE PLANNING SERVICES OFFERED:
Revocable trusts and wills
Durable powers of attorney
Healthcare powers of attorney and living wills
Planning for qualified plan and IRA assets
Minors' and gift trusts
Formation and operation of family limited partnerships and limited liability companies
Special needs trusts
Irrevocable life insurance trusts
Qualified personal residence trusts
Succession planning for closely held businesses
Partnership and LLC Operating agreements
Preparation of gift and estate tax returns
Probate and trust administration
Federal and state tax matters
Real estate transactions
Asset protection planning
Estate Planning is the development of a plan for managing your (and your family’s) current and future affairs. Estate planning is needed for people of all ages because it addresses not only tax and financial issues, but also personal and healthcare decisions. All adults, regardless of age, marital status, wealth, and whether or not they have children, should have at least the following documents in place: Last Will and Testament, Durable Power of Attorney, Designation of Health Care Surrogate, and Living Will. Some individuals, depending on individual circumstances, may also need a Revocable Living Trust.
PROBATE & TRUST ADMINISTRATION
Probate is a court-supervised process for identifying and gathering the assets of a deceased person (decedent), paying the decedent’s debts, and distributing the decedent’s assets to his or her beneficiaries. In general, the decedent’s assets are used first to pay the cost of the probate proceeding, then are used to pay the decedent’s outstanding debts, and the remainder is distributed to the decedent’s beneficiaries.
We assist clients in the initial formation, registration and structuring of their business entities. In particular, choosing what type of company you choose to form, from an LLC to a limited partnership to an S-Corporation, can make a difference in the taxation, growth and liability of your business. Furthermore, it is essential for business owners to document how the business should be managed, and we can assist with the preparation of Operating, Partnership, and Shareholder Agreements. Additionally, we assist clients with business succession planning (including buy-sell agreements), the purchase and sale of businesses and business interests, as well as mergers and acquisitions.
We can help you plan your transactions in order to maximize tax benefits and avoid dangerous pitfalls. We provide counsel to individuals and organizations who are subject to tax laws around the world, including C corporations and S corporations, partnerships and limited liability companies, professional associations and sole proprietorships, trustees and executors, disregarded entities and tax exempt organizations.
The Lusthaus Law Group provides big firm experience with exceptional small firm service and unmatched personal attention. Whether preparing a client's estate plan, aiding in probate and trust administration matters, forming or planning for a business, or assisting with state and federal tax matters, we are available to assist our clients 24-7.
While legal matters can often be stressful, your protection and peace of mind are our top priorities. Let us be a strong advocate for you, to help you navigate the complexities of the law and make difficult decisions. The Lusthaus Law Group works with clients to ensure their legal needs are met in a time-efficient and cost-effective manner.
Whether your legal needs involve individual or business matters, planning now will help save considerable money, time and frustration in the future. The Lusthaus Law Group is here to help you with any issues you may have relating to trusts & estates, business planning or taxes, no matter how basic or complex.
MEET THE ATTORNEY
Adam focuses his legal practice in the areas of estate planning, probate and trust administration, business formation, succession and transactional tax planning, representing individuals, closely-held entities and tax-exempt organizations. Adam enjoys working with clients to design and implement strategies that meet their specific planning objectives in the most efficient manner possible.
Adam graduated from Dartmouth College in 2003 and went on to receive his law degree from the Georgetown University Law Center in 2006, where he served as an editor of the American Criminal Law Review. After working at a large law firm in New York City for several years, Adam returned to school and earned his Masters of Legal Letters (LL.M) in Estate Planning from the University of Miami School of Law in 2010. Adam has worked for both large and mid-sized law firms in New York and Florida.
Adam is admitted to The Florida Bar and is a member of the Bar’s Real Property, Probate and Trust Law and Tax Law Sections. He is also admitted to practice in New York and before the U.S. Tax Court. Adam currently lives in Boca Raton, FL with his wife, Amy, and his three children.
Lusthaus Law Group, PLLC
370 Camino Gardens Blvd., Suite 304
Boca Raton, FL 33432
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