Tax and Estate Planning

Our Tax and Estate Planning Practice is ready to assist business owners and high net-worth individuals in designing and implementing a wide array of techniques relating to business succession, wealth transfer and estate planning. Our experiences include:

  • Designing and implementing techniques to transfer wealth, such as family limited partnerships, limited liability companies, grantor retained annuity trusts, defective grantor trusts, installment sales and corporate recapitalizations, and family gifting programs
  • Designing and implementing charitable giving techniques, such as charitable remainder trusts and private family foundations
  • Drafting wills, trusts (revocable and irrevocable) and powers of attorney
  • Estate and trust administration and settlement, including decedent and guardianship estates
  • Creditor protection

Our Tax and Estate Planning Attorney