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info@galbraithlaw.com
www.galbraithlaw.com
INDIANAPOLIS
Suite 250
10150 Lantern Road
Fishers, IN 46037
317.578.1400
317.578.0207 fax
NAPLES
1045 Crosspointe Dr.
Naples, FL 34110
239.593.0996
239.593.4623 fax
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Services Provided By Galbraith Associates, P.C.
General Estate Planning:
• Wills
• Revocable Living Trusts
• FastTrack™
• Credit Shelter Trusts
• Marital Trusts
• QTIP Trusts
• Financial Powers of Attorney
• Disability Planning
• Health Care Powers of Attorney
• Health Care Surrogate Designations
• Living Wills
• Appointments of Pre-Need Guardians
• Planning for Special Needs Children
• Legacy Management Program
Advanced Estate Planning:
• Demand Trusts
• Education Trusts
• Life Insurance Trusts
• Irrevocable Trusts
• Qualified Retirement Plan Trusts
• Generation-Skipping Trusts
• Multi-Generation Planning
• Private Annuities
• Grantor Trusts
• Split-Interest Trusts
• Intentionally Defective Trusts
• Asset Protection Planning
• Inheritor’s Trust
• Family Limited Partnerships
Tax Planning:
• Estate Taxes
• Gift Taxes
• Capital Gain Taxes
• Income Tax Planning
• Recovery of Previously Paid Taxes
• Charitable Deductions
• Retirement Plan Distributions
• Post-Mortem Planning
• Generation-Skipping Taxes
• Off-Shore Trusts
• Lifetime Transfers
• Personal Residence Trusts
• 1031 Exchanges
• Sales of Highly Appreciated Assets
Estate
and Trust Administration:
• Trust Funding
• Trustee Representation
•
Trustee Support Services
• Post-Mortem Estate Tax Planning
• Post-Mortem Income Tax Planning
• Stretch-Out IRA Planning
• Asset Protection
• Disclaimers
• Estate Tax Returns
• Gift Tax Returns
• Inheritance Tax Returns
• IRS Audits
• Probate Proceedings
• Guardianship Proceedings
• Special Needs Planning
Charitable Planning:
• Charitable Remainder Trusts
• Charitable Lead Trusts
• Charitable Annuities
• Family Foundations
• Supporting Organizations
• 501(c)(3) Representation
• Gifts of Highly Appreciated Assets
• Charitable Distribution of IRAs
Business and Corporate Services:
• Acquisitions and Sales of Businesses
• General Business Representation
• Corporate Counsel Services
• Business Compliance Program™
• Buy-Sell Agreements
• Limited Partnerships
• Limited Liability Companies
• Corporate Recapitalizations
• Mergers and Acquisitions
• Private Placement Memoranda
• Corporate Finance Transactions
• Asset Protection
• Off-Shore Trusts
• Income Tax Planning
• Real Estate
• Leases
• Loan Transactions