Estate Planning and Wealth Management

Black Helterline LLP specializes in transmission of wealth for individuals, families and closely held businesses. The firm’s goal is to plan and implement the client’s wealth transfer objectives with the least overall cost and complication. The firm is adept in using all available techniques (e.g., revocable trusts, life insurance trusts, grantor retained income trusts, educational trusts, durable powers of attorney, wills, marital trusts, Q-TIP trusts, etc.) to achieve the client’s objectives.