What is the difference between drafting a will and sophisticated estate planning? Sophisticated estate planning is for families who have closely held business interests, vacation homes or other valuable assets. This type of planning is very useful is one child is involved in a family business and another is not or one child uses a family home while others do not. These situations can be very complicated; hence the name sophisticated estate planning. Typical tools like wills and trusts aren't enough to meet the needs of families who in situations like this. You can preserve your assets in the way that you want for the purposes you desire with the right tools and guidance.

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David M. Frees, III
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Attorney, Speaker and Author