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Kevin M. Helmich, P.A.
4481 Legendary Drive
Suite 200
Destin, Florida 32541 USA

(850) 650-4747 Telephone
(850) 650-8090 Facsimile

Estate Planning

Kevin M. Helmich, P.A. offers a full array of estate planning. This includes such documents such simple wills, Designations or Health Care Surrogates, Durable Powers of Attorney (traditional or springing), and Living Wills. We also prepare numerous types of revocable and irrevocable trusts, as well as assist our clients with asset protection planning. Areas of experience include:

  • Credit shelter trust provisions
  • Generation Skipping Transfer Tax planning
  • Gift Tax planning
  • Irrevocable Life Insurance Trusts
  • Grantor Retained Annuity Trust
  • Charitable Remainder Trusts (CRAT's, CRUT's, NIMCRUT's and Flip Unitrusts)
  • Charitable Lead Trusts (CLAT's and CLUT's)
  • Qualified Personal Residence Trusts
  • Intentional Defective Irrevocable Trusts
  • Legacy/Dynasty

Please contact us with any questions you may have about our experience or qualifications.

 

  
 

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  This website is not intended to constitute legal advice or the provision of legal services. Any unauthorized use of material contained herein is at the user's own risk. Transmission of the informaiton and material herein is not intended to create an attorney-client relationship with Kevin M. Helmich, P.A. By posting and maintaining this website and its contents, Kevin M. Helmich, P.A. does not intend to solicit legal business from clients located in states or jurisdictions where Kevin M. Helmich, P.A. or its individual attorneys are not licensed or authorized to practice law.