ESTATE PLANNING & ADMINISTRATION
We serve generations of families.
We advise clients on all aspects of gift, estate, and generation-skipping transfer tax planning and provide a full range of trust and estate administration services. Besides preparing wills, trusts, and other estate planning documents, we advise the owners of closely held businesses on succession planning. We represent clients in the correction and repair of trusts and problems that arise from neglected trusts. We represent clients in contested matters in the probate courts.
- Expertise
- Trusts, including their modification and termination
- Gift, estate, and generation-skipping transfer tax planning
- Trust administration
- Post-mortem tax planning
- Family holding companies
- Estate freezes and other value shifting transactions
- Charitable trusts
- Tax returns, audits, and controversies
- Fixing neglected or broken trusts
- Contested probate, trust, and conservatorship matters