Sophisticated experience in developing comprehensive business succession and estate plans to safeguard family interests and preserve wealth for future generations.
Our team of wealth and estate planning lawyers take a personalized approach to every client, working closely together to plan and implement creative estate planning and asset protection strategies to help meet their objectives. We assist individuals, families, businesses and non-profit organizations in all aspects of trust and estate law including estate and trust administration and business succession transactions involving the transfer of controlling or other significant interests in business entities. Our goal is to provide clients with cost-effective strategies to protect their assets, to mitigate present and future income and estate tax liabilities and to better manage future risks against lawsuits.
HIGHLIGHTS
- Expertise in all aspects of preservation and transfer of wealth
- Sophisticated experience in estate and tax planning strategies and the minimization of taxes
- Effective, coordinated counsel offering a high level of service and care
- Experienced team of lawyers with Masters of Law in Taxation
CAPABILITIES
- Strategic, comprehensive estate plans for families
- Counsel and preparation of last wills and testaments, trusts, premarital agreements, power of attorney documents and all manner of advance health care directives
- Tax efficient charitable gifting programs to reduce estate and gift taxes
- Charitable deduction trusts to reduce potential estate and gift taxes
- Trusts including revocable inter vivos trusts, domestic asset protection trusts, charitable trusts, irrevocable life insurance trusts, qualified personal residence trusts, installment sales to intentionally defective grantor trusts, generation-skipping trusts, private foundation formation and administration, and family limited partnership formation and administration
- Trust and estate administration/probate
- Distributions from assets held in qualified retirement plans
- Fiduciary advisory services
- Trust and estate litigation
- Life insurance planning and inter vivos wealth transfer programs within the family
- Integrated planning for owners of closely-held corporations and partnerships
- Entity structuring, management and business succession techniques
- Valuations and tax aspects of business and investment planning
- Analyzing the effect of all types of taxes on client assets, including gift and estate taxes, the generation skipping transfer tax and income taxes
- Inheritance maximization and equalization for successive generations