Estate Planning and Administration
The Firm's Estate Planning and Administration group, which includes attorneys with
masters degrees in taxation, counsel clients on estate and tax planning, wealth
preservation, multigenerational tax and estate planning, asset protection planning,
business succession planning, and related legal matters. The attorneys not only
work individually with the client to meet their needs, but where appropriate form
a "team" of advisors with outside accounting, investment, insurance and banking
professionals to formulate and implement a client's estate plan. The Firm uses sophisticated
estate planning and wealth preservation techniques to assist individuals and families,
executives and closely held business owners to preserve and protect their assets
and tailor plans to meet each client's objectives, including the advancement of
their philanthropic interests. By advising clients regarding all aspects of gift
and estate tax issues, the Firm is able to maximize after-tax returns on business
plans and minimize federal taxes on wealth transfers to family members. Our estate
and trust planning services include:
- Wills & Revocable Trusts
- Advanced Health Care Directives (Living Wills) and Durable Powers or Attorney
- Private Foundations & Charitable Trusts
- Irrevocable Life Insurance Trusts and Gift Trusts
- Family Limited Partnerships and Limited Liability Companies
- General Corporate Law, Mergers & Acquisitions of Business Entities
- Planning for Seniors and Children With Special Needs