Family Wealth Transfers, Estate and Trust Administration

Our estate planning lawyers have extensive experience in combining tax and estate-planning strategies and techniques to assist our clients with their estate planning, business succession planning, and trust administration needs. Our practice includes a special emphasis on estate planning for business owners focusing on the potential future transfer or sale of the business operations on the owner’s death or retirement.

We assist clients with estate planning, including family wealth transfers, post-mortem planning, and the creation and operation of family partnerships and limited liability companies to appropriately provide for the effective transfer of wealth to younger generations, together with the preparation of wills, living trusts, irrevocable trusts, insurance trusts, probate and living trust terminations. We have considerable expertise in providing the full range of legal administrative services to individual and corporate fiduciaries.

Our lawyers often assist in providing various fiduciary and governance functions in a thoughtful and careful manner. We also have significant experience with handling complicated estate and gift tax litigation and controversies relating to estate and gift tax audits, administrative appeals and litigation in Federal and state courts. Our lawyers are also significantly involved with the creation and the administration of tax-exempt, not-for-profit organizations.

If you are interested in exploring helpful estate-planning strategies and techniques or trust administration, we can help.


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