Establishes and represents private foundations in connection with obtaining charitable status and federal and state reporting matters.
Asset Protection Planning
Advises clients with respect to protecting their assets from the reach of unknown creditors.
Business Succession Planning
Advises clients with closely-held businesses with respect to design and implementation of business succession planning to ensure the success of the business is passed on to future generations.
Cross-Border Planning Matters
Represents US domiciliaries with foreign assets, foreign domiciliaries with US assets, estates of non-US-citizen decedents with US assets, and estates of US citizen decedents with foreign assets.
Design and implementation of sophisticated and tax-efficient estate plans, including trusts, wills, and incapacity documents, that reflect clients’ wishes.
Serves as trustee and personal representative.
Implementation of Tax-Efficient Gifting Strategies
Advises clients with respect to gifting with complex assets, often using irrevocable trusts and closely held businesses.
IRS Audits of Gift and Estate Tax Returns
Represents clients in audits of gift and estate tax returns by the Internal Revenue Service and state Departments of Revenue.
Trust and Estate Administration
Advises trustees, personal representatives and beneficiaries with respect to all trust and estate administration matters, including marshalling and distribution of assets, trust funding, preparation and filing of estate and fiduciary tax returns, complex valuation issues, and complex transfer issues.
Trust Modification, Termination and Decanting:
Represents trustee and beneficiaries in connection with the modification, termination and decanting of trusts.