Our attorneys are experienced and knowledgeable in designing and administering estate plans uniquely suited to each client. In addition to preparing traditional wills and revocable trusts, our attorneys have experience developing complex estate plans for wealthy individuals and families that attempt to minimize transfer taxes while achieving the client’s overall estate planning goals. Our firm advises on estate, gift, and generation skipping transfer taxes, charitable giving; life insurance planning; business succession planning; public charities and private foundations.
Trusts & Estates
Practice areas and techniques:
- Estate, gift and generation-skipping transfer tax planning
- Gifting strategies
- Life insurance trusts
- Qualified personal residence trusts
- Charitable split interest trusts
- Grantor retained annuity trusts
- Irrevocable trusts
- Multigenerational trusts
- Estate and trust administration
- Private placement life insurance
- Estate and gift tax return preparation and compliance
- Addressing issues regarding the valuation of assets
- Forming tax exempt organizations and counseling on an ongoing basis
