Michael L Kaufman
Wealth Planning
Jackson Walker estate planners work primarily with individuals and families to help them formulate and achieve their goals in three broad areas: Wealth Transfer Planning; Estate and Trust Administration; and Asset Protection.
Wealth Transfer Planning
Work in this area may include helping clients preserve and manage property as it passes through generations, providing organized methods of family business succession, protecting the interests of family members who may be incapacitated, and structuring assets to accomplish the client's charitable objectives.
The firm's estate planners have considerable experience in structuring estate and wealth transfer plans that consider each client's individual situation. In addition, these attorneys are dedicated to a superior level of personal service and attention to detail, crafting each client's plan to account for and implement that particular client's specific needs, desires and objectives. JW estate planning attorneys have the knowledge, experience and ability to draw on a number of techniques and vehicles, from simple to sophisticated, to accomplish each client's wealth transfer planning goals.
Estate and Trust Administration
JW estate planners have extensive experience in the area of estate and trust administration, and possess the specialized knowledge necessary to assist individual and corporate executors and trustees fulfill the fiduciary obligations of their offices. JW legal services in this area also include assisting fiduciaries with administration of estates and trusts, planning for asset distributions, and determining and planning for income and transfer tax consequences of transactions involving estates, trusts and their beneficiaries. JW attorneys also handle all matters involving litigation associated with administration of estates or trusts, including contests and breaches of fiduciary duty.
Asset Protection
An integral part of wealth transfer planning is the legitimate, coordinated, and deliberate shielding of assets from claims that may arise from judgment or malpractice creditors, or in marital dissolution. JW estate planners have developed significant knowledge and expertise to help clients, through the use of asset protection trusts, limited liability entities and other vehicles, keep their assets in the hands of those for whom they are intended.
Basic Estate Planning
* Wills
* Revocable Living Trusts
* Powers of Attorney for Asset Management
* Powers of Attorney for Health Care Management
* Advanced Directives (Living Wills)
* Other Ancillary Documents, as needed
Business Succession Planning
* Buy-sell and Stock Restriction Agreements
* Family Business Planning Arrangements
* Voting Trusts and Other Key Shareholder Arrangements
Asset Protection
* Investment Limited Partnerships
* State Exemption Planning
* Asset Protection Trusts
* Pre and Post Marital Agreements
* Partition and Community Property Agreements
Charitable Planning
* Formation and Operation of Private Foundations, Support Organizations, and Public Charities
* Charitable Remainder Trusts
* Charitable Lead Trusts
* Charitable Bargain Sales and Other Techniques
Estate and Gift Planning Vehicles
* Generation Skipping Tax Exempt Trusts
* Dynasty Trusts
* Irrevocable Life Insurance Trusts
* Family Limited Partnerships And Family Limited Liability Companies
* Grantor Retained Annuity Trusts
* Defective Grantor Trusts
* Sales to Defective Trusts
* Qualified Personal Residence Trusts
Fellow - American College of Trust & Estate Counsel
Michael L Kaufman
Jackson Walker LLP
901 Main St #6000
Dallas TX 75202
Tel: 214 953-5734
E-mail: mkaufman@jw.com
Practice Areas:
Tax, Wealth Planning
Michael L. Kaufman practices in the areas of wealth planning and estate and trust administration, and charitable organizations. Mr. Kaufman's practice has encompassed all areas of individual and family asset planning including design, drafting and implementation of family limited partnerships and related entities, public and private charitable entities, charitable lead and remainder trusts, wills, insurance trusts, revocable (or "living" trusts), and other taxable and nontaxable gift transactions. Mr. Kaufman's experience ranges from planning for the disposition of small simple estates through planning for management and disposition of complex estates with assets in excess of one billion dollars.
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