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The following documents are provided in PDF format and require the Adobe Acrobat Reader, a widely used and simple software, to read.
If you do not have a copy of this free software, you can download a copy by clicking here or on the image to the right.
Bypass Trust Wills

Disclaimer Trust Option

Resume of Karen S. Gerstner

Tax-Planned Wills With Second Generation Planning

Second Generation Planning (a/k/a GST Planning)

Impaired Judgment Documents

Titling Accounts (for Married Couples)

Titling Accounts (for Unmarried Persons)

Irrevocable Life Insurance Trusts

Withdrawal Rights and Crummey Trusts



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Information on this website is being provided, at no charge, as a courtesy. No one should rely on any information found on this website. You should hire an attorney of your own choosing to advise you in regard to your own personal situation.
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