I have been involved in sales of commercial and investment properties and assisted clients in deferring payment of capital gain tax by acquiring replacement properties thus allowing the clients to use the full sales proceeds to obtain other commercial real property investment.
I have assisted clients having multi-million dollar estates in planning for the reduction or elimination of Federal and New York State estate taxes.
I have assisted clients in the formation of private foundations.
I have assisted clients preparing life insurance trusts to protect the clients' family business interests.
I have created buy/sell agreements allowing clients to protect their families and preserve family business for the next generations.
I have formed S corporations and limited liability companies to protect client's business assets against claims of creditors and have assisted them in transferring assets to the next generation through the use of gift tax strategies.
I have assisted clients in creating charitable remainder trusts and lifetime charitable trusts which provide income streams to clients and their families with assets eventually passing to charities (including clients private foundations).
I have prepared estate planning documents including Wills, Durable Powers of Attorney, and Health Care Proxies and Living Wills.