The firm has a specialized practice of law in the fields of trusts and estates, taxation, and business planning, including estate and transfer tax planning for high net worth individuals and their families, planning for charitable gifts, the administration of trust and decedents' estates, and related litigation and alternative dispute resolution.
The firm counsels its clients in the use of wills, revocable trusts and durable powers of attorney, family limited liability entities, private foundations and donor advised funds, and tax-efficient irrevocable trust structures such as life insurance trusts, grantor-retained annuity trusts, intentionally defective grantor trusts, qualified personal residence trusts, and charitable remainder and lead trusts.
The firm represents individual and corporate trustees in all aspects of the administration of trust and decedents' estates, including the preparation of gift and estate tax returns, probates, court-ordered trust reformations, and post-mortem transfer tax and income tax planning.
The firm counsels its clients in the use of wills, revocable trusts and durable powers of attorney, family limited liability entities, private foundations and donor advised funds, and tax-efficient irrevocable trust structures such as life insurance trusts, grantor-retained annuity trusts, intentionally defective grantor trusts, qualified personal residence trusts, and charitable remainder and lead trusts.
The firm represents individual and corporate trustees in all aspects of the administration of trust and decedents' estates, including the preparation of gift and estate tax returns, probates, court-ordered trust reformations, and post-mortem transfer tax and income tax planning.
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