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

  • Post-mortem planning and disclaimers

  • Powers of attorney

  • Private letter rulings

  • Qualified and non-qualified stock options

  • Qualified personal residence trusts

  • Split-dollar agreements

  • Suits for discovery of assets

  • Trust administration

  • Trust litigation

  • Wealth preservation

  • Will contest and will construction litigation

  • Wills