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AREAS OF TRUSTS AND ESTATES COUNSELING
Estate and Tax Planning
- Wills, Trusts and Lifetime Gift Planning
- Retirement and Employee Benefit Planning
- Family Limited Partnerships and
Related Matters
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Closely-Held Business Planning
Business Succession and Tax Planning
- Valuation
- Shareholders’ Agreements
- Insurance Planning
Estate and Trust Administration
- Settlement of Decedents’ Estates, including Post-Mortem Accounts and Tax Returns
- Preparation of Estate and Trust Accountings
and Estate Tax and Fiduciary Income
Tax Returns
Litigation
- Representation of Executors and Beneficiaries
in Disputes Regarding Wills and Trusts,
Tax Matters, Fiduciary Account Audits and
Related Matters
Charitable Organizations
- Creation and Representation of Public
Charities and Private Foundations
- Maintenance of Tax-Exempt Classification
and Status
- Special Needs Trusts
- Guardianships and Related Matters
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We provide a comprehensive range of trusts and estates counseling and related services
to individuals, closely-held businesses, non-profit entities and fiduciaries.
Our trusts and estates attorneys offer extensive knowledge and experience, working
closely with clients to analyze their current assets, needs and goals, and then planning
accordingly to preserve family wealth from generation to generation. We guide families
and their fiduciaries through all phases of estate administration, including post-mortem
planning and distribution of the estate. The Trusts and Estates group includes full-time
estate administrators who are experienced in every aspect of the administration
of estates and trusts.
Trusts and estates planning is extremely individualized, in terms of our clients’ goals,
assets and directives. Therefore, we strive to develop a personalized, responsive
dialogue and relationship with each client.
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