TRUSTS & ESTATES
We can assist you with the process of anticipating and arranging the preservation and safeguarding of your assets. We want to understand and appreciate your ultimate goals in order to give you practice and tax efficient advice catered to you/ your family’s individual needs.
In addition to helping clients with the preparation of their wills or living trusts, we counsel clients on sophisticated lifetime wealth transfer techniques. These may include the creation of a family office, dynasty trusts, or trusts for specific assets such as life insurance, personal residences, and closely held business interests. We assist clients with the structure and operation of family partnerships and limited liability companies to hold and accumulate assets, as well as with intra-family sales and other planning vehicles. We carefully work with clients on income and transfer tax planning affecting their non-probate assets such as life insurance, retirement plans, and other employee benefits.