Areas of Practice
Trusts & Estates
Estate tax, generation-skipping tax and gift tax planning.
Preparation of wills; preparation of trusts, including living trusts, generation-skipping trusts, minor’s trusts, irrevocable life insurance trusts and grantor retained annuity trusts; preparation of family limited partnerships and family limited liability companies; sales to defective grantor trusts.
Implementation of estate tax, generation-skipping tax and gift tax planning, including the transfer of title to assets and the review of potential insurance contracts and illustrations.
Asset protection planning.
Planning and implementation of private foundations, charitable trusts and other split interest transfers.
Estate and trust administration, including post-mortem planning.
Estate and trust litigation, including family settlements.
Tax Planning, Compliance & Representation
Income tax planning, including the analysis of retirement planning options.
Analysis of participation in employee benefit and stock option plans.
Tax compliance, including preparation of estate tax returns, gift tax returns and income tax returns.
Coordinated, intergenerational estate planning services.
Personal, partnership and trust accounting.
Tax planning and preparation.
Bill payment.
Trust administration.
Insurance coordination.
Nuptial planning.
Philanthropic planning.
Family communication and meeting planning.
Coordination of wealth advisors.
Business Transactions
Formation and maintenance of all forms of business and investment entities, including corporations, limited liability companies and partnerships.
Ongoing representation of closely-held, actively-managed businesses.
Negotiation and preparation of all forms of business agreements, including shareholder agreements, limited liability company operating agreements and partnership agreements.
Real Estate Transactions
Acquisition and sale of residential real estate, including negotiation, preparation and review of real estate contracts and all related contracts and documents.