Estate Planning

Our philosophy is to provide each client with an estate plan designed and built for their specific goals and objectives. Our Attorneys provide clients with Will and Trust based planning options. Some of these planning options include:

Revocable Living Trusts	Last Wills and Testaments
Gifting Trusts	Irrevocable Life Insurance Trusts (ILITs)
Charitable Foundations	Family Limited Partnerships (FLPs)
Multi-Generational Trusts	Health Care Powers of Attorney
Living Wills	General and Special Durable Powers of Attorney
Real Estate Trusts	Retirement Plan Trusts
Tax Minimization Planning	Charitable Planning
Blended Family Planning	Non-Citizen Spouse/Beneficiary Planning
Pre-Marital Agreements	Post-Marital Agreements
Trust Reformation	Guardianship and Conservatorship

Business Formation & Planning

Most businesses begin with a focus on the development of a product or service and the marketing and distribution of that product or service to the public. However, the zeal and excitement of the business prospect can overshadow the proper formation, life-cycle administration, and eventual winding-down or transfer of the business. The Attorneys of Ferris & Associates offer clients a wide range of business formation and planning options. We assist our clients in the choice and formation of the proper business entity for their particular needs and objectives. We provide them with ongoing business counsel, support and corporate compliance services. We also provide our clients with business continuation, transfer and dissolution counsel. Our Business Formation & Planning services include:

Entity Formation (C-Corp, S-Corp, LLC, LLP, Partnership)	State Corporation Commission Filings/Compliance
Buy-Sell Agreements/Transfer Planning	Deferred Comp and Option Planning
Business Wind-Down/Dissolution Planning	Coordination of Business Planning with Estate Planning

Estate, Trust & Probate Administration

The Attorneys of our Estate, Trust & Probate Administration practice group are keenly sensitive to the emotions and hardships families face with the loss of a loved one. We are able to work with families to provide estate, trust and probate administration services on a limited or comprehensive basis, depending on the needs of the family. Our client families have relied on our firm to provide counsel and services including:

Comprehensive Probate Administration Services	Comprehensive Trust Administration Services
Estate Tax Return Preparation (Form 706)	After Death Estate & Income Tax Savings Advice
Inherited IRA & Spousal Rollover Advice	Guardianship/Conservatorship proceedings
Fiduciary litigation	Asset/Inheritance Protection for beneficiaries