A significant focus of our practice is advising individuals on sophisticated tax and wealth transfer issues. We also counsel our clients on related wealth planning issues including wealth management and preservation, trust and estate administration, philanthropic planning, foundation management, business succession planning, marital agreement planning, and family office management.
Whether assisting our clients in designing their wealth transfer plan, minimizing the impact of taxes, or fulfilling their fiduciary obligations, our core strength is in providing innovative planning strategies and practical, well-integrated solutions.
Our Practice Areas
Private Client, Wealth Transfer and Estate Planning
- Gift, estate, and generation-skipping transfer tax planning
- Irrevocable trusts, including intentionally defective irrevocable trusts (IDITs), grantor retained annuity trusts (GRATs), qualified personal residence trusts (QPRTs), and irrevocable life insurance trusts (ILITs)
- Dynasty trusts
- Values-based trusts
- Community and marital property planning
- Wills and revocable trusts
- Powers of attorney and living wills
- Asset titling and customized beneficiary designations
Wealth Management Planning
- Legal and tax services
- Legal aspects of investment services
- Full integration of Wealth Transfer Plans with other advisors
- Information flow across multiple family entities
Legal Tax Solutions
- Tax disputes
- Tax planning of mergers and acquisitions
- Employment related taxes and benefits
- State and local tax matters
Business Succession Planning
- Family limited partnerships and limited liability companies
- Buy-sell agreements
- Business succession trusts