Trusts & Estates

Our Trusts & Estates group has been a focus of the firm since it was founded over 40 years ago. We understand that planning in today’s economic and legal climate poses dynamic and threatening challenges to those individuals and families with significant wealth. Issues such as business succession, estate and gift tax, generation-skipping transfer tax, asset protection, charitable giving and income tax all need to be addressed and consistently reviewed in this ever-changing area of law. All of the attorneys in our Trusts & Estates group have a Master’s of Law in Taxation, which provides a necessary foundation to implementing sophisticated techniques that are customized for each of our clients.

Instruments and Techniques

We understand that each client has different goals and problems, and that there is not one singular plan that will work for each client. Our attorneys use a wide variety of instruments and techniques in creating each unique client plan.

Asset Value Discounting and Leveraged Gifts
  |  Advance Directives – Durable Power of Attorney, Living Will and Designation of Health Care Surrogate  |  Business Succession Planning
  |  Charitable Trusts
  |  Dynasty Trusts
  |  Gifting Trusts  |  Grantor Retained Annuity Trusts
  |  Family Limited Partnerships
  |  Foreign Asset Protection Trusts
  |  Intentionally Defective Grantor Trusts
  |  Installment Sales
  |  Irrevocable Life Insurance Trusts and other life insurance planning  |  Post Mortem Planning
  |  Revocable Family Trusts  |  Simple and Pour-Over Wills
  |  Qualified Personal Residence Trusts

Practice Areas

Asset Preservation
  |  Charitable Planning and Trusts
  |  Dynasty and GST Planning  |  Estate and Gift Taxation  |  Family Services  |  Probate Administration  |  Tax-Exempt Organizations  |  Wealth Planning & Preservation