Wealth Transfer Planning
Long-term representation of clients in ongoing and continuous wealth transfer planning.
Creation of LLCs and FLPs for Real Estate Interests, Other Assets and Gifts
Creating limited liability companies (“LLC”) and family limited partnerships (“FLP”) funded with family real estate interests or other assets, and implementation of gifts of LLC and FLP interests to trusts for benefit of family members.
Life Insurance Trusts and Other Irrevocable Trusts
Creation and administration of life insurance trusts and other irrevocable trusts for wealth transfer purposes.
Asset Protection and Income Tax Planning
Creative asset protection and income tax planning involving irrevocable grantor trusts.
Trusts and Charitable Gift Annuity Agreements for Tax-Exempt Donee Organizations
Preparing charitable remainder trusts, charitable lead trusts and charitable gift annuity agreements for donors and on behalf of tax-exempt donee organizations.
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.
Charitable Giving and Entity Structure
Advising families on charitable giving and entity structure to minimize income and wealth transfer taxes.
Fiduciary Duties and Tax Laws in the Administration of Estates and Trusts
Advising professional and family executors and trustees in understanding fiduciary duties and tax laws in connection with the administration of estates and trusts.