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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.
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.
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
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