Laurie Hall estate planning leveraged gift strategies business succession public companies family businesses lawyer attorney

Representative Matters

On-going Wealth Transfer Planning

Continuous, on-going wealth transfer planning for numerous clients of very substantial means.

Grantor Retained Annuity Trusts Employment for Significant Asset Transfers

Planning significant asset transfers where substantial appreciation in value was anticipated, employing Grantor Retained Annuity Trusts (“GRATs”) and other techniques (including transfers in anticipation of possible liquidity events).

Defective Grantor Trusts Work

Drafting and implementation of so-called “defective grantor trusts.”

Life Insurance in Estate Planning Advice

Advice on sophisticated uses of life insurance in estate planning.

Wealth Transfer Planning

Wealth transfer planning for real estate entrepreneurs, venture capitalists and other private equity principals.

Creation of Family Foundations and Family Grant-Making Programs Guidance

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

Financial and Legal Planning for Sale of Family's Interest

Financial and legal planning in connection with the sale of family’s interest in a large company.

Revocable and Irrevocable Trust and Trustee Arrangements

Drafting and implementing revocable and irrevocable trust arrangements to take advantage of income and wealth transfer planning opportunities. Advising on the selection of trustees and implementing appropriate trustee succession arrangements.

Charitable Giving and Entity Structure Advisory

Advising families on charitable giving and entity structure to minimize income and wealth transfer taxes.

Fiduciary Duties and Tax Laws Advisory for Professional and Family Executors

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

Planning of Family Trusts in Connection with Divorce

Planning with respect to the handling of family trusts in connection with divorce, including decanting and other techniques.