Estate and Trust Planning and Related Business and Tax Planning
Our team is at the forefront of designing and implementing highly sophisticated estate and tax planning strategies and techniques. Our goal is to ensure the successful transfer or disposition of enterprises while achieving maximum tax savings.
We counsel clients on income, gift, estate and generation-skipping tax considerations, powers of attorney, advance medical directives, and revocable and irrevocable trusts. We frequently advise clients on wealth-preservation methods, such as trust formation, capital restructuring, insurance structuring, gifting programs, or the structuring of shareholder, partnership, and LLC agreements, all with an eye on maintaining flexibility to accommodate future developments. Throughout, we remain sensitive to our clients’ personal and family issues.