Estate, Wealth & Tax Planning

Revocable Living Trusts (RLTs) are often used to organize assets, simplify estate administration, and provide clear instructions for the management and distribution of property.

Many clients use a trust-based estate plan to help their families avoid unnecessary court involvement and ensure that their wishes are carried out efficiently.

ICEE Law assists clients with the creation of:

• Revocable Living Trusts
• Last Wills and Testaments
• Pour-over wills to coordinate with trust structures
• Estate administration planning

These documents form the foundation of many estate plans and provide the structure needed to manage assets over time.

For individuals and families with significant assets, protecting those assets from future risks may be an important part of estate planning.

ICEE Law helps clients explore strategies that may include irrevocable trusts and other asset protection structures designed to safeguard wealth while supporting long-term financial goals.

These structures are often used by business owners, professionals, and families who want to protect assets for future generations.

Estate planning also involves preparing for situations where a person may be unable to make decisions on their own. ICEE Law helps clients establish clear authority by creating a plan for trusted individuals to act on their behalf through healthcare and financial planning documents. These may include:

• Durable Powers of Attorney
• Healthcare Powers of Attorney
• HIPAA Authorizations
• Advance Directives
• End-of-life planning documents

These tools ensure that medical and financial decisions can be made by trusted individuals when necessary.

Some families require additional planning to protect loved ones and ensure their long-term care.

ICEE Law assists with the creation of Special Needs Trusts, which allow families to provide financial support for a loved one with disabilities while preserving eligibility for certain government benefits.

We also work with clients who are preparing for future healthcare or long-term care considerations through Medicaid planning strategies.

To ensure the Parental Access Package™ (PAP) fits seamlessly with your other expanded descriptions while clearly marking it as a signature, proprietary offering, I have drafted the section below.

It follows your established structure: a conceptual overview, the ICEE Law approach, and a specific list of what is included.

When a child reaches the age of 18, they are legally considered an adult, which means parents no longer have an automatic legal right to access their medical, academic, or financial information. This can create significant hurdles for families if a crisis occurs while a student is away at college.

The Parental Access Package™ is a proprietary legal solution unique to ICEE Law, designed to bridge this legal gap. This signature package ensures that parents are never “locked out” of critical situations and maintain the necessary authority to advocate for their young adult child’s well-being.

ICEE Law assists families with this specialized planning by providing:

• Healthcare Powers of Attorney and HIPAA Authorizations to ensure medical access and decision-making authority.
• General Durable Powers of Attorney for immediate access to financial and banking accounts.
• FERPA Authorizations to maintain access to academic records and progress.
• University-Specific Guidance regarding college contacts and emergency procedures.

As an exclusive firm offering, the PAP serves as an essential protection for families, ensuring that the transition to adulthood does not come at the expense of emergency preparedness and family support.

For business owners, estate planning often includes preparing for the future of the company they have built.

ICEE Law works with entrepreneurs and family-owned businesses to create succession plans that provide clarity about ownership transitions, leadership continuity, and asset distribution.

This planning helps protect the business, the employees who rely on it, and the families connected to it.

Estate planning becomes more complex when assets or family members are located in multiple countries.

ICEE Law works with international families and U.S. expatriates who own property in Georgia, New York, and/or Texas* or hold assets in the United States. We help ensure that estate plans account for cross-border considerations while maintaining compliance with U.S. legal requirements.

This approach helps clients organize their assets in a way that supports both domestic and international goals.