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Estate & Probate Administration
Our attorneys are skillful in helping clients to formulate
and implement their estate planning objectives in a
tax-efficient manner, and are well-equipped to handle even the
most complex estate planning situations. We have the knowledge
and expertise to utilize sophisticated estate and tax planning
techniques such as family limited partnerships (FLPs), grantor
retained annuity trusts (GRATs), and other types of trusts. We
are also adept in counseling our clients in providing for the
special needs of family members and the long-term protection and
management of family assets. Our attorneys provide legal
assistance with probate proceedings, guardianship proceedings,
issues regarding elderly and minor family members, and health
care and property decisions.
Our clients include families and individuals, residing within
the United States and abroad, and range from young entrepreneurs
and executives to elderly retirees. We also represent charitable
organizations, banks, trust companies, and closely-held
businesses.
We advise executors, trustees, and beneficiaries of trusts and
estates on all aspects of estate and trust administration,
including fiduciary duties and powers, tax planning, and court
filings, and provide litigation services in connection with
trust and estate accountings and document interpretation.
Our
services include:
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Preparing wills, trust instruments, intra-family
agreements, pre-marital agreements, and related
documents
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Counseling regarding the structuring of estate and
other valuation freezes
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Providing counseling for disabled beneficiaries
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Handling the day-to-day administration of complex
estates and trusts, including those holding a
substantial ownership interest in real estate and
business enterprises
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Counseling on business structuring and control
issues, including the creation of family limited
partnerships and limited liability companies, as
well as the establishment of various levels of
equity participation
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Advising businesses on succession issues and
establishing plans to transfer ownership and control
of businesses to the next generation of owners
through vehicles such as shareholder "buy-sell"
agreements and reorganizations
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Counseling on life insurance planning techniques
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Creating family gift and charitable gift programs,
including the preparation of private foundation
charitable trusts
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Assisting highly-compensated executives with
planning for stock options, sophisticated life
insurance arrangements, and other compensation
benefits
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Representing clients before the Internal Revenue
Service at all levels, including audits and Tax
Court and district court litigation
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