Advises Executors and Trustees on Fiduciary Duties and Tax Laws
Advising professional and family executors and trustees in understanding fiduciary duties and tax laws in connection with the administration of estates and trusts.
Charitable Giving and Entity Structure for Maximum Effectiveness
Advising families on charitable giving and entity structure to minimize income and wealth transfer taxes.
Creates Family Foundations
Creation of family foundations and guidance to the clients involved regarding the formulation and implementation of family grant-making programs.
Drafts Revocable and Irrevocable Trust Arrangements
Drafting and implementing revocable and irrevocable trust arrangements to take advantage of income and wealth transfer planning opportunities. Advising on the selection of trustees and implementing appropriate trustee succession arrangements.
Significant Asset Transfers
Planning significant asset transfers where substantial appreciation in value was anticipated, employing Grantor Retained Annuity Trusts (“GRATs”) and other techniques (including transfers in anticipation of possible liquidity events).
Wealth Transfer Planning
Continuous, on-going wealth transfer planning for numerous clients of substantial means.