Estate Planning & Administration

A.M Co. & Advocates assists families to preserve, create, diversify and grow family wealth by employing sophisticated and comprehensive estate planning techniques such as creation of family holding companies, family limited partnerships, qualified personal residence trusts, irrevocable life insurance trust, charitable gifts, self-canceling installment notes and private annuities among others.

We help our clients manage their assets in case of their incapacitation or death.

Our services cut across succession law, trust law, power of attorney, beneficiary designations and guardian designations.

We enable our clients to transfer control of their assets in case they are not able to do so themselves.