We assist individuals and family groups in connection with estate planning, financial and tax planning services, family business succession planning, and charitable giving. We work with executors and beneficiaries to efficiently administer estates and we advise corporate and individual trustees and other fiduciaries on issues involving trusts, estates, family settlement agreements and other actions.
Tax and Estate Planning
We help our clients save tax dollars through effective estate planning. We customize estate plans using wills, lifetime and testamentary trusts, general powers of attorney, medical powers of attorney and living wills. We also create lifetime giving opportunities using a full range of trusts and wealth transfer instruments, including grantor-retained annuity trusts, dynasty trusts, qualified personal residence trusts, grantor trusts and revocable trusts, which also serve as asset protection devices. We have a special interest in preserving and protecting wealth.
A significant part of the practice consists of providing estate and business planning for owners of closely held businesses, and, in particular, family-owned businesses. We regularly advise on issues of business continuity, buy-sell agreements, life insurance and restructuring opportunities, and we assist our client in establishing family limited partnerships. As a result of representation of successful entrepreneurial clients and their families over many years, we have developed a unique body of experience. By using both traditional trust structures and business entities, we have been able to help our clients achieve their objectives of protecting family wealth within a flexible framework. We recognize and understand the family and personal dynamics involved in these types of situations and excel in succession planning for family-owned businesses. By employing relevant techniques as part of the representation of a business when requested, we deliver these services effectively and efficiently.
We handle all phases of estate and trust administration, including probate, taxes, investment planning and asset distribution. We advise executors and beneficiaries of estates on tax planning and prepare family settlement agreements.
We assist our clients in achieving their philanthropic objectives by creating charitable giving programs and family foundations.