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.