Wealth Transfer, Tax Planning, Asset Protection and Other Estate Planning
We work with our clients to develop strategies that leverage transfers during life and at death. We assist our clients in implementing strategies to preserve wealth. These strategies also minimize gift taxes, estate taxes, generation-skipping transfer taxes and income taxes, and protect against third party claims. The documents we draft to help clients with their succession goals include:
  • Wills and revocable "living" trusts
  • beneficiary designations for retirement plans and IRAs
  • irrevocable life insurance trusts (ILITs)
  • qualified personal residence trusts (QPRTs)
  • intentionally defective grantor trusts (IDGTs)
  • grantor retained annuity trusts (GRATs)
  • “Dynasty Trusts” that are exempt from generation-skipping transfer taxes
  • private annuity agreements
  • buy-sell agreements
  • property powers of attorney
  • health care powers of attorney
  • trusts for minor individuals
  • special needs trusts
  • charitable lead trusts
  • charitable remainder trusts
  • foundation documents
  • premarital agreements (also known as prenuptial agreements or ante‑nuptial agreements)
  • post-nuptial agreements
  • asset protection planning documents

Heriaud, Genin & Bruggeman, Ltd.

Heriaud, Genin & Bruggeman, Ltd.
135 South LaSalle Street, Suite 2140, Chicago, IL 60603
Telephone: (312) 616-1809 Fax: (312) 616-1808
Email: hg@hgtrustlaw.com