Broker Check

Products & Services

 

We provide assistance in the following areas:

Investments*

  • Bonds
  • Common Stock
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Treasury Bills
  • Government Securities
  • Treasury Notes

Financial Services

  • Retirement Plans*
  • 401(k) Planning*
  • 403(b) Planning*
  • College Plans*
  • Money Purchasing Plans*
  • Profit Sharing Plans*

 *These services are offered by Michael Rapps through his affiliation with HD Vest.

 

The Rapps Law Firm, PLLC, is a leading New York estate and legacy planning firm, offering highest in-class legal services for individuals, families and business owners.

Our areas of practice range from sophisticated high net-worth planning for families and businesses with complex income and estate tax concerns to elder law and Medicaid planning for individuals in need of long term care benefits and simultaneous asset protection. We provide all other will, trust and estate services including probate and estate administration.

For Business clients, we offer a full range of transactional services as well as the Rapps Law Corporate Shield Maintenance Program.™

Elder Law and Estate Planning

  • Traditional and Pour Over Wills
  • Basic and Enhanced Revocable Living Trusts
  • Life Insurance Trusts (ILIT)
  • Medicaid Qualification and Long-Term Care Planning
  • Medicaid Asset Protection Trust (iPug Trust)
  • Advanced Planning, Wealth Preservation and Transfer Strategies
  • Business Succession Planning for Family Controlled and Closely Held Businesses 

Asset Protection Planning

  • Domestic Asset Protection Trusts
  • Family Limited Partnerships
  • Limited Liability Companies

Income Tax and Charitable Planning

  • Charitable Trusts
  • Private Foundations
  • Gift Agreements
  • Stand Alone Retirement Trusts (SRT) and Customized Beneficiary Designations

All Business Formation, Operational and M&A Services

  • Limited Liability Companies 
  • Partnership Agreements
  • Corporate Formation
  • Entity Conversions
  • Entity Funding Transmutations
  • Non-Disclosure/ Non-Compete/Non-Solicitation Agreements
  • Lease Agreements
  • Employee Handbooks
  • Employee Agreements
  • Compensation Agreements
  • Independent Contractor Agreements
  • Consulting Agreements
  • Exit and Succession
  • Buy-Sell Agreements
  • Dissolution of General Partnership Agreements