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We
provide comprehensive legal representation for estate and succession planning
to families and individuals, estates and trusts, closely-held businesses and
charitable organizations. We offer counsel for:
- Estate and succession planning
- Trust and estate administration
- Tax planning and preparation
- Charitable planning
- Foundation management and regulatory compliance
- Business succession planning
- Marital agreements planning.
We
provide personalized service and treat every client as unique, taking time to
get to know each client so we can fully understand the client’s priorities and
concerns. We then create a customized plan and implement strategic and
practical solutions to achieve the client’s objectives, structure their legacy
and minimize taxes. We are committed to our clients' evolving needs and strive
to be lifelong advisors for our clients, often representing client families
through multiple generations.
Questionnaire
Our
firm’s Estate Planning Questionnaire has been created to assist in gathering
the necessary information to complete your estate plan. If you are interested
in our estate planning services, please review our Estate Planning
Questionnaire. Please do not spend an inordinate amount of time completing the
questionnaire. After you have completed as much as of the questionnaire as
possible, please contact our office to schedule a meeting to discuss your
estate planning needs.
DOWNLOAD QUESTIONNAIRE
Our Clients
- Our
clients include individuals and families, professional athletes, doctors, real
estate developers, privately owned companies, foundations, and fiduciaries.
- We
help clients who have large, complex estates with cutting-edge tax planning and
asset management.
- For
people with more standard needs, we have constructed efficient, cost-effective
models to minimize administrative hassles and provide security and certainty to
loved ones.
- We
help business owners plan for an orderly succession and maximize the after tax
proceeds of liquidity events.
- We
assist trustees with tax and legal matters that arise from their fiduciary
duties.
- We
represent both fiduciaries and beneficiaries in estate disputes.
Areas of Focus
Estate and Succession Planning
- Develop
plans to minimize the cost and burden associated with the transferring of assets
at death through trusts and other arrangements;
- Preparation
of traditional estate planning documents (wills, revocable trust agreements,
powers of attorney, and living wills);
- Gift,
estate, and generation-skipping transfer tax planning;
- Asset
titling and customized beneficiary designations;
- Full
integration of wealth transfer plans in a team approach with other advisors;
- Trusts
for education of children and grandchildren;
- Irrevocable
trusts, including intentionally defective irrevocable trusts (IDITs), grantor
retained annuity trusts (GRATs), qualified personal residence trusts (QPRTs)
and irrevocable life insurance trusts (ILITs);
- Dynasty trusts.
Trust and Estate Administration
- Advise
executors, trustees and beneficiaries on all aspects of the estates and trusts
administration to make sure the intentions of the individual that established
the estate plan are carried out;
- Family dispute resolution;
- Fiduciary
duty issues and avoidance of conflicts of interest;
- Trust
construction and reformation;
- Post-mortem tax planning strategies;
- Preparation of accounting and required court filings;
- Fiduciary income tax preparation;
- Estate, gift, and generation skipping tax preparation.
Charitable Planning and Tax Exempt Organizations
- Charitable gifting strategies;
- Charitable
trusts, including charitable lead annuity and unitrusts (CLATs and CLUTs) and
charitable remainder annuity and unitrusts (CRATs and CRUTs);
- Family foundations and other tax exempt organizations;
- Tax compliance, governance and regulatory issues, risk management and other legal issues.
Business Succession Planning
- Pre-sale
tax planning, communication and governance;
- Select
the most beneficial legal entity to hold, manage and transfer the family
business;
- Assist
the owner in balancing the diverse needs of family members to minimize family
conflict;
- Analyze
liquidity needs to fund buyouts upon retirement, death or disability;
- Use
of life insurance and other assets to equalize inheritance to children that
will not receive a significant ownership in the
business;
- Buy-Sell Agreements;
- Key
employee ownership and incentive compensation planning for the retention of key
employees.
Marital/Prenuptial Agreements
- Prenuptial and postnuptial agreements and planning;
- Cohabitation agreements and planning.
Income Tax
- Choice of entity/pass-through taxation;
- State income tax situs and minimization issues;
- Individual and Fiduciary income tax preparation;
- Estate, gift, and generation skipping tax preparation.
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