Trust and Trustee Succession 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 the use of non-judicial settlement agreements, trust decanting and other techniques.
Charitable Giving and Entity Structures
Advising families on charitable giving and entity structure to minimize income and wealth transfer taxes.
Estate and Trust Administration Fiduciary Duties and Tax Law
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
Representation of executors, trustees, and other beneficiaries in connection with contested trust accounting matters.