Practice/Industry Group Overview
It is the goal of our estate and tax planning attorneys to help individuals preserve their wealth for the benefit of their families. Proper planning not only protects significant financial resources for beneficiaries, but also facilitates the smooth transition of assets.
In addition to drafting wills designed to minimize estate tax consequences, we also assist clients in evaluating whether other planning tools, including revocable or “living” trusts, inter vivos life insurance trusts, qualified personal residence trusts, grantor retained annuity trusts, charitable trusts, generation-skipping trusts, asset protection trusts and private annuity transactions, along with many other planning approaches, may be appropriate for their particular situations.
Additionally, we offer comprehensive estate administration services, as well as retirement planning services (with a special emphasis on IRA/qualified plan distribution planning).
For those involved in closely-held or family businesses or professional practices, strategic planning is imperative. Our attorneys are skilled at coordinating business planning devices with sophisticated estate and succession planning for the professional or closely-held business owner.
Because of the personal nature of this work, our attorneys place client relationships first and foremost. Whether the matter involves drawing a simple will, creating a sophisticated estate plan, or providing estate administration and tax planning services, legal decisions are integrated with the consideration of our clients' personal and family needs and objectives.