Overview
Each lawyer in our estate planning and fiduciary services group has more than a decade of experience advising families and individuals on estate planning matters and all team members versed in the tax and non-tax considerations that impact clients.
Our key services include:
Basic Estate Planning
- Preparation of Wills
- Preparation of Revocable Trusts
- Preparation of powers of attorney for financial and healthcare matters
Advanced Estate Planning
- Sophisticated tax planning, including income, estate, gift and generation-skipping tax planning
- Business succession planning
- Preparation of Irrevocable Trusts, including Grantor Retained Trusts, Irrevocable Life Insurance Trusts (ILITs), Intentionally Defective Grantor Trusts, Self-Settled Asset Protections Trusts
- Creation and maintenance of family limited partnerships and limited liability companies
- Creation and implementation of lifetime gifting programs
- Preparation of Special Needs Trusts
Charitable Planning
- Design and establishment of charitable lead trusts (CLTs) and Charitable Remainder Trusts (CRTs)
- Formation of private foundations and similar charitable entities
