Revocable and Irrevocable Trust 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.
Modifying trusts through amendment powers, trust decanting and non-judicial settlement agreements.
Charitable Giving and Entity Structure
Advising families on charitable giving and entity structure to minimize income and wealth transfer taxes.
Advising Executors and Trustees
Advising professional and family executors and trustees in understanding fiduciary duties and tax laws in connection with the administration of estates and trusts.
Contested Trust Accounting Matters
Representing executors, trustees, and beneficiaries in connection with contested trust accounting matters.