The protection of assets and their
transfer to future generations are among the most
important goals an individual can have during a
lifetime. Our goal is to provide our clients with the
very best advice and legal work regarding the management
and transfer of property, and the administration of
decedent estates, trusts, and other fiduciary accounts. Our attorneys use their vast knowledge to help clients –
whether they be individuals, corporate fiduciaries, or
charitable/nonprofit entities - reach the goals they
make for themselves and their families, or
organizations, while reducing applicable income, gift,
and estate taxes.
We regularly address the following
legal issues for our clients:
Asset protection planning
Charitable giving including charitable lead
trusts, charitable remainder trusts, and
charitable foundations
Charitable organizations law
Conservatorships
Crummey trusts
"Defective" grantor trusts
Design and implementation of planned giving
programs
Discount valuations for gift tax and estate tax purposes
Disposition of business and business interests
Durable powers of attorney
Estate administration
Estate and gift tax planning
Estate planning for parents of handicapped
children
Estate planning for the disabled
Estate planning for the elderly
Estate planning for unmarried couples
Family limited partnerships
Family settlement agreements
Federal estate and gift taxation
Federal estate and gift tax controversies
Fiduciary liability
Fiduciary income tax
Generation-skipping taxes
Gifting to use the annual gift tax exclusion
Gifts to minors and minor's trusts
Grantor retained annuity and unitrusts
Guardianships
Health care directives
Irrevocable life insurance trusts
Irrevocable trusts
Life
insurance planning
Lifetime transfers of nonqualified stock options
Living trusts
Living wills
Non-resident estates
Planning for distributions from qualified
employee retirement plans, nonqualified plans,
and stock option plans
