ESTATE PLANNING

One of the most important decisions facing a family is planning for the transfer of wealth to the next generation with a minimum tax burden and maximum personal enrichment for the family. We are committed to understanding each client’s unique challenges, needs and objectives, and implementing a planning solution that addresses each of them, while incorporating the best tax-planning opportunities. Careful consideration is given to the seamless transition of the closely-held business, uninterrupted access to income, and the preservation and management of assets for children, grandchildren and future generations. The depth of our experience has helped business owners, executives, physicians and other individuals create the necessary structure to implement their goals.

Areas of Service – Estate Planning

‍ESTATE PLANNING & ADMINISTRATION

• Drafting Wills, Trusts, Advanced Directives, Powers of Attorney
• Planning for retirement assets
• Estate, gift and generation-skipping transfer tax planning
• Charitable and gift planning
• Post-death planning
• Wealth transfer planning
• Estate administration including probate of Wills and assistance to fiduciaries in administration of estates
• Trust administration  
• Executive compensation, including qualified and non-qualified options, phantom equity, appreciation rights, and deferred compensation
• Partnership, S corporation, and C corporation taxation
• Real and personal property taxation
• Recordation and transfer taxes
• Sales and use taxation
• Tax controversies and disputes
• Tax implications and structures of partnership and operating agreements
• Tax structures of acquisitions, sales, mergers, and reorganizations, including asset and equity transactions
• Tax-free corporate reorganizations
• Tax-free section 1031 exchanges
• Estate Tax and Estate Income Tax
• Inheritance Tax

ELDER LAW

• Long-term care planning
• Medicaid planning
• Asset protection

BUSINESS SUCCESSION PLANNING

• In tandem with our corporate, mergers & acquisitions and tax law attorneys, assist with business succession planning.

FIDUCIARY LITIGATION

• Protecting clients rights and the estate plan.

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