TRUSTS & ESTATES
Creation of advanced estate plans to meet an individual client’s specific objectives and minimize transfer taxes by using a variety of estate planning tools; including transaction orientated planning techniques using family limited partnerships, advanced trusts and charitable bequests.
PROBATE & ESTATE ADMINISTRATION
Representation and consultation to fiduciaries, estates, and beneficiaries in all aspects of estate administration.
COMMERCIAL & PROBATE LITIGATION
Representation of clients and prosecution of claims in a wide array of complex commercial, probate and fiduciary litigation in state and federal courts. The Firm’s probate and trust litigation section has experience in multi-state disputes, including forensic accounting and complex estate litigation matters.
WEALTH TRANSFER PLANNING
Creation of family specific plans to ensure efficient and effective transfer of wealth between generations.
ESTATE & GIFT TAXES
Consultation regarding all aspects of estate, gift and generation skipping transfer taxes, including the most advantageous use of available credits and exemptions and the preparation of estate and gift tax returns.
BUSINESS SUCCESSION PLANNING
Working with closely held or family owned businesses and their advisors to develop strategies and succession plans to achieve complex and often competing family, business, and tax saving goals.
PRIVATE FOUNDATIONS & LEGACY PLANNING
Creation and administration of private charitable organizations to assist families in their charitable pursuits. In addition, helping clients to impart their philanthropic legacies to their progeny.
Smart and simplified planning that preserves wealth over time against unforeseen circumstances while complementing the tax and business activities of the client.
LEGAL CONSULTATION TO PHYSICIAN GROUPS
Structuring employment and compensation arrangements for physicians and consultation on related investments in office buildings, surgery centers and ancillary health services and joint ventures with hospitals.
ALTERNATIVE DISPUTE RESOLUTION
Provide assistance in dispute resolution as Arbitrator or Mediator in General Mediation, Arbitration, and Domestic Relations Mediation matters.
Service as Executor and Trustee at the request of the client to ensure the client’s intent is carried out for future generations.