The Firm’s estate planning practice is focused on building and maintaining relationships. We help our clients by developing comprehensive, personalized individual and family estate plans that take into consideration the unique relationship and goals of each client. We can help you take charge of your estate, define and organize your objectives, and develop the appropriate strategies that best suit your needs and desires.

The Firm handles plans for a wide variety of estates, from clients of modest means to the estates of high net worth individuals and multi-generational families, and from those with significant inherited wealth invested in diversified assets to those with major equity holdings in closely held family businesses.

As part of each and every estate plan, we consider the impact of federal income, estate, gift, and generation-skipping transfer taxes on the transmission of wealth. We also understand that tax savings, while important, are often a secondary priority for our clients as they decide how and when to transfer assets to their family members and other beneficiaries.

Therefore, in designing an estate plan, we take advantage of both lifetime gifting strategies and comprehensive and flexible documents to achieve personal and family objectives through the tax-efficient transfer of assets.

Our individually tailored gift and estate planning techniques and instruments
include:

  • Living Trusts and other estate planning documents
  • Qualified Terminable Interest Property (QTIP) Trusts and Bypass Trusts (including inter vivos QTIP Trusts)
  • GST Tax Protected Dynasty Trusts
  • Minor’s and Crummey Trusts
  • Educational Savings Options, including Section 529 Plans
  • Grantor Retained Annuity Trusts (GRATs)
  • Charitable Giving, including Charitable Lead Trusts and Charitable Remainder Trusts (CLTs and CRTs)
  • Qualified Personal Residence Trusts (QPRTs)
  • Asset Protection Trusts
  • Installment Sales to Defective Grantor Trusts
  • Family Limited Partnerships and Limited Liability Companies
  • Entity Valuations
  • Private Foundations and other Exempt Organizations
  • Estate Liquidity Planning

A well-conceived and skillfully arranged estate plan which takes advantage of any number of the above techniques will help advance your aspirations for the future use and disposition of your assets, while minimizing tax and creditor exposure.