Develop and implement enforceable estate plans for the management and transfer of assets during life and at death in ways that avoid unnecessary taxation, preserve privacy and protect loved ones.
Counsel clients about how to 'stretch' the distribution of retirement plans so as to defer and minimize income taxation.
Assist individuals who are contemplating marriage or divorce to protect their assets and loved ones through prenuptial agreements, trusts and other enforceable arrangements.
Assist senior owners of closely-held family businesses in transferring ownership to the next generation through sales of business interests that preserve cash flow for the senior generation and shift growth to the junior generation.
Structure grantor retained annuity trusts--particularly in a low interest rate environment--to transfer volatile growth assets to the next generation with minimal gift tax consequences.
Advise multiple generations about the creation and management of their family limited liability company that has facilitates transfers to younger family members at a discount.
Establish qualified personal residence trusts to transfer valuable and appreciating homes to children at minimal gift and estate tax cost.
Counsel individual and corporate fiduciaries in the efficient and timely administration of estates and trusts.
Secure protection for clients suffering from lifetime disability through private trusts and, if necessary, through court-supervised guardianships and conservatorships.
Negotiate resolution of Internal Revenue Service gift and estate tax audits on favorable terms, including recent rollback of challenge to the valuation of closely-held stock to 25% of amount originally claimed by IRS.
Design flexible estate plans for our changing times, including provisions for the suspension or withholding of distributions, the extension of the term of a trust and/or the early termination of a trust.
Counsel clients about achieving their charitable intentions through tax-efficient outright gifts, 'lead' and/or charitable remainder trusts, private foundations, donor advised funds and/or supporting organizations.
Counsel public charities about securing and retaining tax exempt status, including compliance issues in a changing and challenging environment.