Trust and Estate Planning

Trust and estate planning can be fundamental to the preservation and growth of wealth. But they require a specific expertise, as well as a full understanding of needs, goals and priorities.  CMS works with you to understand your legacy planning needs and objectives, and will collaborate with your legal and tax advisors to help develop a strategic plan.

  • Estate:  Take steps now to ensure that estate settlement will be handled with skill, ease and compassion

  • Personal and Irrevocable Trusts:  Establish a trust to minimize taxes and achieve other financial and philanthropic goals

  • Insurance for Estate Planning:   Protect the family’s financial future with insurance strategies tailored to individual circumstances.

  • Special Needs Trusts :  Create a trust to care for a family member, or draft a disability plan to prepare for personal care.

  • Privately Held Investments:  Ensure that private investments are managed with expertise, responsiveness and care.

  • Charitable Trusts:  Develop a tax-efficient strategy to support important causes and reduce tax liability.