Estate and Wealth Transfer Planning

  • 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, qualified personal residence 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
  • Expert witness and consulting in probate, trust and transfer tax litigation, family disputes and professional liability cases
  • Marital planning, including marital and cohabitation agreements
  • Federal tax compliance, including the preparation of estate, gift and fiduciary income tax returns