John Ramsey trusts estates tax planning lawyer

Representative Matters

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.

Private Foundation Advising

Forming private foundations and advising in their operation and compliance with tax rules. Provide ongoing support of the daily operations for the foundations and their participants.

Revocable and Irrevocable Trust Arrangements

Drafting and implementing revocable and irrevocable trust arrangements to take advantage of income and wealth transfer tax planning opportunities.

Trusts Agreements, Decanting

Modifying trusts through the use of non-judicial settlement agreements, trust decanting, and other techniques.