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ESTATE PLANNING
Our Estate Planning
Group counsels clients on estate and tax planning, wealth preservation,
multigenerational tax and estate planning, asset protection planning,
business succession planning, and related legal matters. We encourage
the active participation of clients in the estate planning process
and work closely with outside accounting, investment, insurance
and banking professionals, as client interests dictate.
We
use sophisticated estate planning and wealth preservation techniques
to assist individuals and families, executives and closely held
business owners to preserve and protect their assets and tailor
plans to meet each client’s objectives.
We
create tax-qualified charitable trusts and private foundations and
assist clients in advancing their philanthropic interests.
We counsel business clients to achieve integration of their business
and estate planning objectives, to deal with issues of control,
business succession and liquidity and to plan to minimize estate
and income taxes.
We
assist families in dealing with family legal issues affecting seniors
and children with special needs.
We
implement living trusts, wills, insurance trusts, dynasty trusts,
family partnerships, personal residence trusts, charitable trusts
and other estate planning documents to effectuate our client’s
goals. Our lawyers lecture nationally on estate and tax planning
topics and have co-authored treatises for lawyers and the public
on estate planning subjects.
Our
Estate Planning Group handles all phases of estate administration,
including probate of estates, collection of estate assets, funding
of living trusts, assistance in executor and trustee accountings,
distribution of estate assets to beneficiaries, preparation of estate
tax returns, and representation of estates in tax audits. We use
appropriate tax planning options to further our clients’ interests.
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