Estate & Trust Planning
We advise individuals and families looking for counsel in the transfer of wealth including multi-generation planning and philanthropic endeavors. Our estate planning and trust services include but are not limited to the planning and drafting of Complex and Simple Wills, Irrevocable Trusts, Qualified Personal Residence Trusts, Grantor Retained Annuity Trusts and Defective Grantor Trusts, incorporating up to date strategies for asset preservation.
We focus on providing solutions to complex gift and estate tax, and corporate issues that are particular to owners of privately held businesses, corporate executives, private equity and hedge fund managers, and professionals. Our practice further includes advising fiduciaries (corporate and individual) with respect to trust and estate administration, including issues of tax compliance and fiduciary duties, and representing them before taxing authorities.