Law Offices of Jassi S. Sachdev, Attorneys & Counselors

Estate Planning, Tax & Business Succession Attorney in Livonia, Michigan

The Law Offices of Jassi S. Sachdev, P.C. is a Livonia firm handling estate planning alongside tax, corporate and business, and immigration matters. Attorney Jassi S. Sachdev's estate practice includes wills, trusts, incapacity planning, special-needs planning, retirement-account planning, estate and gift-tax matters, and business succession.

The combination of these practice areas is particularly relevant when an estate involves circumstances that do not fit neatly within basic will and trust planning. A business owner may need to coordinate succession with existing corporate agreements, a family may have significant retirement assets, or a married couple may need additional planning because one spouse is not a U.S. citizen.

When One Spouse Is Not a U.S. Citizen

Estate planning can present additional considerations when a married couple includes a spouse who is not a U.S. citizen. Sachdev's combination of estate-planning, tax, and immigration experience is particularly relevant to families facing this situation.

His estate practice includes Qualified Domestic Trust (QDOT) planning for circumstances involving a non-citizen spouse. These trusts address estate-planning and tax considerations that can arise when property is left to a surviving spouse who does not have U.S. citizenship.

For an international or immigrant family, this is an area where assumptions based on a conventional estate plan for two U.S. citizen spouses may not adequately address the family's circumstances. Sachdev's work across immigration, taxation, and estate planning gives this issue a particularly prominent place within his broader practice.

When a Business Is a Major Part of the Family Estate

For an entrepreneur, deciding who should inherit property may also require deciding what should happen to a company that took years to build.

Sachdev handles business succession planning in addition to corporate and business law. His business practice includes corporations and LLCs, shareholder matters, buy-sell agreements, business purchases and sales, and tax planning.

Those areas can intersect when ownership of a company needs to transition because an owner retires, becomes incapacitated, or dies. Existing agreements among owners may also affect what can happen to an ownership interest and who can ultimately acquire it.

Coordinating the estate plan with the company's legal structure can therefore be important for both the owner's family and the continuing business.

When an IRA or Retirement Plan Is One of Your Largest Assets

For some families, a retirement account represents a significant portion of the wealth that will eventually pass to beneficiaries. These assets have their own beneficiary arrangements and tax considerations and may require different planning from property transferred through a conventional will.

Sachdev's estate practice includes retirement and IRA trust planning. His broader work also encompasses taxation and retirement planning, providing additional context when decisions about retirement assets intersect with an estate plan.

This can be particularly relevant when a client wants more control over how inherited retirement assets are handled rather than simply naming an individual beneficiary without considering how the account fits with the rest of the estate.

Providing for a Family Member With Special Needs

Leaving property outright to a beneficiary with disabilities may not always accomplish what the family intends. The beneficiary may need ongoing assistance managing assets, and an inheritance can require consideration of government-benefit eligibility.

Sachdev handles special-needs planning as part of his estate practice. A properly structured plan can provide a framework for managing resources intended for a family member with disabilities while taking the beneficiary's broader financial circumstances into account.

For parents, this can be a long-term planning concern: not simply who should inherit their property, but how resources should be managed for a child or other beneficiary who may continue to need support after the parents are gone.

Who Will Make Decisions If You Cannot?

Estate planning also addresses the possibility that someone becomes unable to manage important decisions during life.

Sachdev prepares healthcare and financial durable powers of attorney as part of his estate-planning work. These documents allow clients to designate trusted individuals to handle specified responsibilities if incapacity occurs.

For families, the practical concern may arise after an accident, serious illness, or cognitive decline. Someone may need authority to manage financial matters while another person may need to make healthcare decisions. Establishing those arrangements before a crisis gives the client an opportunity to decide who should assume those roles.

When Tax Considerations Affect the Estate Plan

Sachdev's estate practice has a stronger tax component than many general estate-planning practices. His work includes estate and gift-tax planning, charitable gifting, QDOT planning, and other estate matters involving taxation.

This can become relevant when a family's assets, citizenship circumstances, business ownership, or intended transfers raise tax issues alongside ordinary inheritance questions.

Tax laws and individual circumstances change, so the appropriate strategy depends on the law and facts applicable when planning occurs. The significant distinction in Sachdev's practice is that taxation is a separate area of his legal work rather than simply a passing consideration within preparation of estate documents.

Choosing the Structure of an Estate Plan

Not every client requires specialized tax, business, or international planning. Sachdev also handles the fundamental components of an estate plan, including wills and revocable living trusts.

These documents can establish how property should be handled and who should carry out the client's intentions, while powers of attorney address decision-making during incapacity. More specialized planning can be added when the client's family, assets, business interests, or tax circumstances require it.

The appropriate structure therefore depends on the problems the estate plan needs to solve rather than the assumption that every client requires the same collection of documents.

Estate Planning at the Intersection of Business, Tax & Immigration Law

Jassi S. Sachdev's broader practice is an important part of what distinguishes his estate-planning work. In addition to estates, he handles corporate and business matters, taxation, and immigration law.

Those areas can overlap in particular families. An entrepreneur may have succession and tax concerns surrounding a closely held company. A family may have substantial retirement assets. A married couple may need to consider the citizenship status of a spouse when planning the transfer of property.

For clients without those complications, Sachdev provides conventional estate-planning services as well. For clients who do face them, the firm's combination of practice areas allows related legal issues to be considered alongside the estate plan.

Based in Livonia, Serving Families Throughout Southeast Michigan

The Law Offices of Jassi S. Sachdev, P.C. is located on Schoolcraft Road in Livonia. From this office, Sachdev provides estate-planning services alongside his tax, business and corporate, and immigration practices.

The firm's estate work can be particularly relevant to business owners, families with significant retirement assets, and households whose planning involves tax or immigration considerations in addition to the transfer of property.

Practice Areas

• Estate Planning

• Wills

• Revocable Living Trusts

• Durable Financial Powers of Attorney

• Healthcare Powers of Attorney

• Special Needs Planning

• Elder Law

• Medicaid Planning

• Retirement & IRA Trust Planning

• Qualified Domestic Trusts (QDOTs)

• Estate & Gift Tax Planning

• Charitable Gifting

• Business Succession Planning

• Corporate & Business Law

• Tax Law

• Immigration Law