
Estate Planning
We assist clients with creative estate planning solutions for corporate executives, owners of closely held businesses, professionals and high net worth individuals, focusing not only on minimizing taxes but also on fostering the client’s unique family, business and charitable goals. We also represent individual and corporate fiduciaries in the array of their responsibilities, including estate and trust administration and probate; tax payment and return strategy; and resolution of disputes with beneficiaries, creditors, and the IRS and state tax authorities.
- Wills, revocable living trusts, durable general powers of attorney, health care powers of attorney and advance directives
- Premarital agreements, asset protection trusts, guardianships and special needs trusts
- Tax-efficient structures for transferring wealth
- Managing complex gift and estate tax and corporate issues
- Charitable gift structures