Tax and Estate Planning

Our attorneys have a broad range of knowledge and experience in the Estate and Tax Planning arena. A vast array of planning techniques and tools are available for individuals and families seeking professional solutions in this area, beginning with the simple will, which allows a person to choose his or her executor to administer his or her estate, to very complex plans including marital deduction planning, generation-skipping and asset protection, with a myriad of choices in between. There is an estate plan for every person and family. Depending on individual needs, we offer alternatives and devices to suit you. Following are examples of some of the services we offer:

• Asset protection
• Gift and estate tax planning, drafting and execution of Wills, Trusts (revocable and irrevocable) i.e. declarations of trust, Defective Grantor Trusts, Generation-Skipping and Dynasty Trusts, Minor’s Trusts, GRATS, GRUTS, CRATS, CRUTS
• Health Care and Property Powers of Attorney
• Creation and implementation of Family Foundations
• Succession planning for family businesses, including shareholder freezes, sales to defective Grantor’s Trusts and the transfer of business interests via Grantor Retained Annuity Trusts

We are also very experienced in estate and trust administration including all aspects related to decedent’s estates, trust and probate administration, preparation of gift and estate tax returns, including valuation discounts and other tax planning techniques; managing estate and trust administration, including preparation of accountings and fiduciary income tax returns; post mortem planning including but not limited to qualified disclaimers fiduciary income tax elections, payment of decedent’s bills and expenses of administration; and the distribution of a decedent’s estate, including the funding of any Trust required and finally the planning and administration of estates for minors and disabled adults.

Home
Representative Clients

Practice Areas:
Business Law
Commercial Litigation
Healthcare and Regulatory
    Compliance
Physician Representation
Technology Licensing
Intellectual Property
Employment Law
Enterprise Risk
    Management
Tax and Estate Planning
Nursing Representation

Resources:
Attorney Profiles
Online Training
Links
Publications