Our services are all-inclusive as we weave together the laws of income, gift, estate and generation-skipping taxation as they relate to trusts, estates, charitable entities, partnerships and corporations.
We advise clients on state of the art estate planning opportunities that may be appropriate to a particular client’s goals and objectives. Proper planning does more than just provide for the transfer of assets at death. Our clients include individuals and families who have accumulated substantial wealth, and those who are at the beginning of the process. We work with our clients to create individualized estate plans that preserve assets, minimize taxes and effectuate each client’s unique family goals and the special needs of each beneficiary.
We also address the practical issues of protecting assets from creditors and, at times, beneficiaries from themselves.