|
|
Practice Areas
Our Estate and Wealth Transfer Planning Practice
- Traditional estate planning, including wills, trusts, powers of attorney and healthcare documents
- Business succession planning for the family-owned or closely-held business
- Planning with life insurance, including split-dollar and other life insurance financing arrangements
- Complex wealth transfer transactions, including sales to grantor trusts, grantor retained annuity trusts, charitable remainder trusts,
charitable lead trusts and planning for the generation-skipping transfer tax
- Family entity planning, including the organization, governance and use of family limited partnerships and limited liability companies
- Large estate administration
- Probate and trust litigation, including will contests, construction actions, charitable deviation actions and fiduciary issues litigation
- Marital planning, including pre and post marital agreements
- Federal tax compliance, including the preparation of estate, gift and fiduciary income tax returns
Our Nonprofit Practice
- Incorporating and obtaining tax exempt status for new organizations, reporting and other tax compliance matters
- Advising private foundations on corporate governance, self-dealing, taxable expenditures, excess business holdings, minimum
distribution rules and scholarship programs
- Advising institutional and community foundations on corporate governance, charitable gift planning, donor advised funds
and grant-making
- Advising supporting organizations on compliance with the provisions of the Pension Protection Act of 2006
- Private benefit, private inurement and intermediate sanctions
- Lobbying and political campaign activities
- Unrelated business income tax issues, including structuring for-profit subsidiaries to avoid loss of exemption
- State and local property and sales tax exemptions
- Mergers, acquisitions, reorganizations and dissolutions of nonprofit organizations
- IRS letter rulings and determination letters
|
