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| Our
Practice |
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Estate
and Trust Planning and Related Business
and Tax Planning
Our team is at the forefront of designing
and implementing highly sophisticated
estate and tax planning strategies and
techniques. Our goal is to ensure the
successful transfer or disposition of
enterprises while achieving maximum tax
savings.
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We
counsel clients on income, gift, estate
and generation-skipping tax considerations,
powers of attorney, advance medical directives,
and revocable and irrevocable trusts. We
frequently advise clients on wealth-preservation
methods, such as trust formation, capital
restructuring, insurance structuring, gifting
programs, or the structuring of shareholder,
partnership, and LLC agreements, all with
an eye on maintaining flexibility to accommodate
future developments. Throughout, we remain
sensitive to our clients' personal and family
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Estate
and Trust Administration
Our representation of clients for
estate planning often results in
our continued retention as counsel
for estate administration upon death.
Similarly, we are frequently called
upon to represent the trustees of
a trust created by a client during
lifetime or at death.
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Estate
administration involves many aspects,
such as valuation of assets, jurisdictional
issues and retirement plan provisions.
Our attorneys are experienced with federal
income and death tax laws, as well as
those of many states and foreign countries,
and provide settlement services as required
by those jurisdictions.
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Charitable
Foundations and Other Non-Profit Organizations
Our team counsels clients on methods for
most effectively fulfilling their charitable
interests. Often this may involve the
creation of a charitable foundation. We
have broad experience in the creation
and administration of charitable foundations,
including the significant issues relating
to compliance with the federal rules applicable
to private foundations. As a result of
our experience in this area, our attorneys
perform legal services for a variety of
charitable and non-profit entities.
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Fiduciary
Representation
Our team regularly advises individuals
and corporate trustees on performance
of their duties and responsibilities,
including matters relating to trust accounting,
the Prudent Investor Act, the Principal
and Income Act, as well as distribution
issues and taxes.
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