Tax-Efficient Estate Plans
Design and implement sophisticated and tax-efficient estate plans that reflect client needs and goals.
Trust and Estate Matters
Advise trustees, executors, and beneficiaries across all trust and estate administration matters.
Trust Modifications, Terminations, and Decanting
Advise clients to achieve trust modifications, terminations, and decanting at appropriate stages of their lifetimes.
Post-Mortem Estate Administration
Handle post-mortem estate administration, including preparing complex tax returns and valuation issues associated with such returns.
Advise artists, authors, and art collectors
Revocable and Irrevocable Trust Arrangement
Draft and execute revocable and irrevocable trust arrangements for advantageous wealth transfer opportunities.