Kerry Spindler estate tax planning counseling nonprofit organizations lawyer attorney

Representative Matters

Creating Estate Plans for Individuals and Families

Creating estate plans for purposes of succession planning, tax planning, and avoidance of probate, including plans for non-traditional families, same-sex partners and same-sex spouses.

Revocable and Irrevocable Trust Arrangements

Drafting and implementing revocable and irrevocable trust agreements including life insurance trusts, GRATs, QPRTs, and other gifting trusts to take advantage of income and wealth transfer planning opportunities. Advising on the selection of trustees and implementing appropriate trustee succession arrangements.

Charitable Planning

Advising clients on all aspects of charitable planning while working with client advisors including philanthropic advisers, financial planners, and accountants.

Administration of Family Trusts

Serving as professional trustee of marital trusts, family trusts, generation-skipping trusts and other sophisticated arrangements which routinely require working with individuals across generations of families.

Advising Professional and Family Executors and Trustees

Advising professional and family executors and trustees in understanding responsibilities, fiduciary duties and tax laws in connection with the administration of estates and trusts.

Gift and Estate Tax Returns

Preparation of gift and estate tax returns.

Family Foundations

Creation of family foundations and guidance to the clients involved regarding the implementation of family grant-making programs.

Gift Agreements Between Donors and Non-Profits

Negotiating and creating gift agreements between donors and non-profit entities.

Family Limited Liability Companies

Creation of family limited liability companies to facilitate estate planning and business succession goals.