Estates Planning & Execution
The firm offers an array of sophisticated estate planning services for the disposition of family wealth and the sheltering of assets from income, gift, estate and generation-skipping transfer taxes. We also handle the legal and tax complexities of estate and trust administration.
- Estate Plans
- Business Succession Planning
- Buy-sell Agreements
- Charitable Remainder Trusts
- Discount Valuation Planning
- Funded "Living Trusts"
- Generation-skipping Trusts
- Grantor Retained Annuity Trusts
- Irrevocable Life Insurance Trusts
- Lifetime Gift Planning
- Limited Liability Companies and Family Limited Partnerships
- Planning for Retirement Plan Benefits
- Planning to minimize estate taxes
- Pre-marital Agreements
- Qualified Personal Residence Trusts
- Wills
- Revocable Trusts
- Powers of Attorney
- Advance Medical Directives
- Estate and Trust Administration Services:
- Augmented Estate Elections and Computations
- Fiduciary Appointments (Executor and Trustee)
- Post-mortem Tax Planning
- Preparation of Estate Tax Returns
- Preparation of Fiduciary Income Tax Returns
- Probate Procedures and Documents (e.g., notices, inventory, accountings)
- Will Contests and Beneficiary Controversies
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