|
The attorneys in our Estate Planning and Administration Department have the knowledge, experience and creativity to effectively provide comprehensive estate planning services. They are trained in tax law and many have degrees in accounting, hold CPA certificates or have worked for the Internal Revenue Service.
Who we serve
Estate planning clients of the firm include successful executives, stockbrokers and commodities traders, professionals, business owners, and individuals and families with estates from less than $600,000 to more than $100,000,000.
Legal Services
We meet your specific needs while utilizing the most efficient means to minimize your tax burden and maximize personal wealth transfer.
To accomplish these objectives, we use a variety of techniques including:
Charitable Split Interest Trusts
Defective Grantor Trusts
Exempt Organizations
Family Limited Partnerships
Generation Skipping Trusts
Grantor Retained Annuity Trusts
Limited Liability Companies
Qualified Personal Residence Trusts
Revocable Trusts and Insurance Trusts
Trust and Estate Administration including Probate Court matters
|
