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.