What We Do
Estate, Trust, & Wealth Preservation
We are responsible for assisting individual clients and families in achieving their wealth transfer and estate planning objectives. We counsel clients on every aspect of estate planning, with a focus on minimizing worry and risk. We personalize guidance for the unique concerns and objectives of high-income and high-net-worth individuals and families, including senior corporate executives, owners of privately held businesses, professionals, ranchers, and farmers.
Key Services
- Traditional estate planning, including preparation of revocable trusts, irrevocable trusts and wills
- Family business planning
- Life insurance planning
- International estate planning
- Wealth preservation
- Marital agreements
- Estate and trust administration
- Post-mortem planning
- Employee and retirement benefits
- Private foundations
- Publicly supported charities
- Contested probate and trust matters (representation of both fiduciaries and beneficiaries)
- Guardianship and conservatorship administration
- Structuring gifting programs
Trust & Estates Counsel
- We counsel clients on virtually every aspect of estate planning to help minimize worry and risk
- Our attorneys work with clients to evaluate their unique situations and help them achieve their wealth transfer goals
- We design all necessary documents and structures to maximize tax efficiency and minimize the risk of disputes
- Our attorneys handle virtually all aspects of estate and trust administration, including the representation of both fiduciaries and beneficiaries in contested probate and trust matters
- When a dispute becomes unavoidable, clients can depend on our experience in litigation, mediation and other forms of alternative dispute resolution
Estate Planning & Administration
- We assist our clients in accomplishing tax-efficient wealth transfer consistent with their overall family goals and values, providing personalized guidance for their unique concerns and objectives
- Our advice takes into account the current and projected changes in the tax and state laws affecting our clients’ planning
- We counsel clients regarding:
- Business succession and wealth preservation across generations
- Succession planning with life insurance and employee and retirement benefits
- Gift, estate and generation-skipping transfer tax planning
- Charitable giving and the establishment and operation of private and publicly supported charitable organizations
- Administration of trusts and estates
- We represent clients in court in virtually all matters involving contested interests and in IRS administrative proceedings involving the determination or assessment of taxes and questions as to the taxable value of closely held businesses, real estate, artwork and other unique assets
International Estate Planning
- We offer services to non-U.S. citizens and non-resident alien individuals to assist them in structuring estate and business succession plans that address the unique tax rules applicable to them
- Our attorneys provide wide-ranging services in the area of international estate planning
News & Media
04.01.13
Press Releases Trusts & Estates