Planning and implementing sales of assets to entities using leveraged gift planning.
Formulating charitable planning strategies for individuals and families of high net worth, handling negotiations of gift agreements, advising the administration of private foundations, and drafting charitable remainder trusts.
Establishment of sophisticated estate plans, which take both tax planning and personal objectives into consideration. Plans often include tax planning strategies through the use of gifting, irrevocable trusts and long-term charitable planning.
Post-Mortem Estate Administration
Handling post-mortem estate administration, including the preparation of complex tax returns for estates, which sometimes include large closely-held businesses and complex valuation issues.
Private Equity Funds Gifting
Counsel to partners of private equity funds in connection with gifting through carried interest and other tax planning in the context of complex entity structures.
Serving as professional trustee handling investment allocations, administration of individualized trusts and coordination of family office services.
Succession Planning for Privately-Held Companies
Providing advice on succession planning for privately-held companies. Work with corporate counsel to formulate appropriate approaches to maintaining existing business assets while planning for the family needs in the context of management succession. Assisting clients with important tax considerations and how those align with personal and professional goals for the business.
Trusts Creating and Funding
Creating and funding grantor retained annuity trusts and defective grantor trusts with assets expected to substantially appreciate, doing necessary work with the client to identify and meet long-term goals that are served best by these approaches.