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.