Proper Tax & Estate Planning administration goes a long way toward protecting future assets. Our expert team works with businesses, foundations, and families, offering a range of services, including the following:
- Preparation of wills and trusts, durable powers of attorney, and health care proxies
- Planning for distribution and management of closely-held business and real estate assets
- Tax planning; estate, gift and generation skipping taxation and income taxation
- Family limited partnerships
- Asset protection
- Medicaid planning
- Probate, estate and trust administration
- Appointment and representation of guardianships and conservatorships
- Charitable trusts and private foundations
- Will contests and estate and trust litigation
- Counsel to banks and other institutions serving fiduciaries
- Prenuptial agreements
- Retirement plan distributions, rollovers, designated beneficiary rules, payment to trusts
- Valuation discount planning
- Business succession planning
- Special needs trusts
- Charitable tax planning
- Reformation of trusts
- Gift strategies, including but not limited to: fractional interests, GRATs, QPRTs, SCINs, split purchases, sales to grantor trusts, and intra-family loans
