The firm’s estate planning representation includes a wide variety of clients including individuals, owners of family businesses, corporations and charitable organizations. The attorneys counsel individual clients on developing comprehensive lifetime and testamentary estate plans that carefully balance personal, tax and administrative concerns. Our attorneys have extensive experience in assisting clients to determine the most advantageous means for holding assets during their lifetime and distribution after death.
Estate plans are implemented through the preparation of wills and trusts, charitable gift programs, retirement plans, living wills, durable powers of attorney and other sophisticated estate planning techniques such as insurance trusts, limited partnerships, intangible tax avoidance trusts, generation-skipping transfer trusts, grantor trusts and charitable trusts. The firm makes every effort to meet the client’s needs by maximizing current income and preserving assets, minimizing tax consequences and ensuring the optimum financial benefit to present and future generations.
Our attorneys have extensive experience in probate and trust law, including both contested and uncontested matters. The firm also handles related matters on behalf of fiduciaries and beneficiaries including probate and trust litigation, judicial construction of wills and trusts, disputes over testamentary capacity, undue influence, accountings and will contests. In addition, the attorneys assist in the change of domicile from jurisdiction to jurisdiction, the transfer of real, personal and intangible property within the estate, and advise fiduciaries on all aspects of administration, including the preparation of gift, estate and fiduciary income tax returns.
Contact Us for a consultation regarding all your taxation law questions.