Estate Planning Estate planning involves conscious planning and decision making to efficiently transfer assets to future generations at the lowest possible tax burden. Mr. Delisi is certified and nationally recognized as a Certified Estate Planner. He is a member of the National Alliance of Trust and Estate Professionals. Estate planning involves titling of assets, current and future trust establishment, and gifting. Through consultation between our firm professionals, bank trust departments, and legal counsel, a plan is developed for our client. A plan is tailored to the client's particular desires, needs, and goals.