Estate Planning

Legal Services By Cohen & Burnett

At OptiFour Integrated Wealth Management, we are proud to partner with the professionals of Cohen & Burnett P.C. As a prominent and renowned Estate Planning and Estate Administration Law firm, Cohen & Burnett P.C. features a knowledgeable team that specializes in a variety of complex estate planning and administration matters.

While OptiFour focuses on growing and protecting assets, Cohen & Burnett P.C. thrives in forward-thinking strategies that secure and defend our clients’ legacies. The value of a sound estate plan cannot be overemphasized, as it allows clients to avoid probate, to stay in control of assets during periods of disability, to protect vulnerable beneficiaries, and to save taxes. Working as a team, we help you develop and administer estate plans by evaluating your personal goals, drafting the appropriate legal documents, then positioning your assets to achieve those goals.

In addition to tax law, asset protection, and fiduciary services, the law firm of Cohen & Burnett P.C. offers assistance in the following areas:

  • Revocable living trusts
  • Irrevocable trusts
  • Wills
  • Durable general and limited powers of attorney
  • Durable medical powers of attorney
  • Disability planning
  • Funding of revocable and irrevocable trusts
  • Deeds and assignments
  • Generation skipping trusts
  • Life insurance trusts and planning
  • Limited liability companies
  • Grantor and charitable trusts
  • Gifting programs/planning
  • Crummey trusts and children’s trusts
  • Qualified personal residence trusts
  • Premarital and marital agreements