Practice Areas

Estate Planning and Probate

We assist business clients in the development and implementation of comprehensive lifetime estate plans that carefully balance personal, tax and administrative concerns. In addition to estate planning, we also assist clients with Probate and Estate Administration. Our attorneys strive to preserve our clients' current income and assets, minimize adverse tax consequences and insure the optimum financial benefit for present and future generations by utilizing a variety of tax saving instruments, including:

  • Wills
  • Pour-over wills
  • Revocable management trusts (living trusts)
  • Marital deduction trusts
  • Qualified domestic trust (non-U.S. citizens)
  • Credit shelter trusts
  • Life insurance planning
  • Beneficiary designations
  • Irrevocable life insurance trust
  • Split dollar purchase
  • Crummey trusts

For more complicated estates, we also provide counsel regarding:

  • Gifting Strategies
    • Annual exclusion
    • Lifetime exemption
    • Partition
    • Gift splitting
  • Second-Generation Planning
    • Generation-skipping transfer tax and exemption planning
    • Dynasty trust
  • Charitable Planning
    • Charitable gifts
    • Charitable remainder trusts
    • Charitable lead trusts
    • Private foundations
    • Public foundations
    • Supporting organizations
  • Closely Held Businesses
    • Succession planning
    • Buy-sell agreements
  • Estate Freezing
    • Family limited partnerships
    • Limited liability companies
    • Grantor retained annuity trusts
    • Sale to defective trusts
    • Installment sales
    • Private annuities
    • Qualified personal residence trust
  • Pre-IPO Planning
    • Qualified stock options
    • Nonqualified stock options
    • Restricted stock

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