Practice Areas

  • 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

  • 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