Estate and Business Planning

Fineman Krekstein & Harris attorneys have extensive experience in estate and business planning for individuals, including members of family groups; entrepreneurs; owners of closely held businesses; as well as CEOs and other senior executives.
The Firm’s services to our clients include:

  • Tax Planning. The Firm’s attorneys have significant experience in minimizing gift and estate taxes, income taxes, and generation-skipping transfer taxes in both lifetime and after death situations.
  • Lifetime Giving. We help clients maximize lifetime giving opportunities by using the annual exclusion and the gift, estate, and generation-skipping transfer tax exemptions, and by leveraging these exclusions and exemptions using sophisticated tax planning techniques.
  • Use of Trusts. We advise on when and whether trusts are effective to avoid taxes, probate, and creditor and other claims; and on the use of trusts in a variety of other situations.
  • Insurance Planning. Our attorneys have substantial experience in the uses of life insurance for business and personal planning, including funded buy-outs, leveraged purchases of insurance, irrevocable trusts, and dynasty trusts.
  • Charitable Giving. The Firm’s lawyers counsel individuals on charitable giving techniques, including the formation and operation of charitable remainder trusts, charitable lead trusts, donor advised funds and private foundations, and the granting of conservation easements.
  • Business Planning. We regularly advise on issues of business continuity, family succession planning, family limited partnerships, shareholders’ agreements, buy-sell agreements, estate freezes, and various tax-deferral devices. We also advise on the formation, operation and tax planning opportunities for S corporations, LLCs, and partnerships.
  • Retirement Planning and Executive Compensation. In counseling executives, our attorneys analyze employment benefits, stock options, restricted stock, lump sum payments, rollovers, and related tax planning matters.
  • Probate Litigation. Our group practices extensively before probate courts in a variety of cases involving surcharge, tax issues, will contests, and will construction matters.
  • Planning for Elderly. We assist in matters involving life care communities, living wills, powers of attorney, and guardianships.
  • Prenuptial Agreements. We prepare these agreements in appropriate situations to protect the assets of our clients and their families.

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Peer Reviews

  • 4.8/5.0 (31)
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Client Reviews

  • 2.3/5.0 (3)
  • 1 recommendation
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At Fineman Krekstein & Harris, P.C., we recognize the importance of diversity for the long-term success of our Firm.
We are committed to creating an inclusive, open, and respectful culture comprised of individuals from diverse backgrounds-each of whom are given a platform for success. We recognize that "diversity" encompasses a wide range of individual characteristics and experiences, including gender, age, race, sexual orientation, national origin, religion, political affiliation, marital status, disability, geographic background, and family relationships. The Firm's goal is to create a work environment where the unique attributes, perspectives, backgrounds, skills, and abilities of each individual are valued.
Diversity among our attorneys and staff is beneficial to the Firm's morale, productivity, and success. We believe diversity fosters a positive and creative environment that attracts talented individuals, encourages our attorneys and staff to maximize their potential, and enhances our ability to respond quickly with innovative solutions to the rapidly changing needs of our clients.
We are committed to all issues affecting diversity, including, without limitation, recruiting and hiring attorneys and staff from all walks of life. We work to ensure that all have an equal opportunity to prosper at the Firm, by creating a work environment that values the perspectives and varied experience that are found only in a diverse workplace, and capitalizing on that diversity so that we may provide our clients with a broader, richer environment, which produces more creative thinking and solutions
We are proud to have assembled a staff of lawyers with diverse and accomplished backgrounds.

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