Our attorneys incorporate the most sophisticated income, estate and gift tax planning techniques into traditional estate planning to generate optimum tax benefits while maintaining the flexibility to effectively manage personal and family-owned assets of every nature. We tailor estate plans to the individual needs of each client by making innovative use of tax-efficient vehicles such as sophisticated wills, lifetime retained-interest trusts, grantor trusts, offshore trusts, life insurance trusts, charitable trusts and intrafamily sales and transfers. Particular to each client's personal and financial situation, these vehicles are funded with assets carefully selected to take full advantage of the benefits available under the Internal Revenue Code. For clients with interests in small or family-owned businesses, estate planning may also include management succession planning, buy/sell agreements, restructuring agreements for closely held corporations and agreements for intrafamily transfers of corporate and partnership interests.
Our firm has substantial experience in the administration of estates of varying sizes. In instances where an individual did not establish an estate plan during his lifetime, we advise the executors on post-mortem estate planning techniques, enabling the estate to take advantage of tax benefits that might otherwise have been lost. We also represent individual and corporate fiduciaries, offering them counsel on compliance with the strict standard of fiduciary conduct imposed upon their decisions including the changing laws governing investment policy.