Estate Planning and Tax Law

This firm has extensive knowledge in estate and trust administration matters and the development of estate plans which help to achieve maximum savings in income, estate, gift, and generation-skipping taxes. We also have experience in the creation of private and publicly supported charitable organizations. We also advise our clients on the use and preparation of marital agreements and provide asset protection planning for individuals.

We can specifically tailor an estate plan for you to facilitate the efficient management and eventual distribution of your assets through the use of revocable trusts, irrevocable trusts, life insurance, charitable planning, last wills & testaments, durable powers of attorneys and living wills. We also assist in forming family holding companies and foundations, special needs trusts and charitable trusts.

We work closely with our clients to plan for the succession of family businesses and wealth among generations in a tax efficient manner. We analyze and implement the latest techniques to reduce estate and gift taxes and preserve our clients’ wealth, including limited liability companies, family limited partnerships, GRATS, and charitable remainder and lead trusts. Further, we assist our clients with the preparation of estate and gift tax returns, audits of those returns when appropriate.