Douglas S. Lloyd

Doug Lloyd is an estate-planning lawyer who focuses his practice on assisting clients with the tax-efficient transfer of wealth to family members. His experience includes creating comprehensive estate plans, estate and gift tax planning, and probate administration. Doug believes that each individual’s estate plan is unique and should be implemented to accomplish family and personal goals, as well as an efficient tax strategy. Consequently, Doug regularly assists clients with the preparation of wills and trusts that accomplish both tax and family goals.

Practice Highlights

• Works with a variety of individuals to prepare wills, living trusts, powers of attorney, and healthcare directives (living wills)
• Advises clients about the tax effects of wealth transfer and assists them in devising tax-efficient transfer strategies
• Assists clients with the preparation of numerous estate planning documents intended to facilitate the efficient transfer of wealth, such as qualified personal residence trusts, grantor retained annuity trusts, life insurance trusts, gift trusts, and family limited liability companies
• Represents executors in the administration of estates