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A major focus of the firm’s practice is in the area of
estate planning, including trusts, estates
and private foundations, as well as business
and personal financial planning. No matter the size of the estate,
there are generally a number of steps one
can take to reduce or defer estate and gift
taxation. Our attorneys are experienced
in all aspects of estate planning, including
life insurance trusts, qualified personal
residence trusts, charitable lead and
remainder trusts, private annuities, by-pass
and qualified terminable interest property
trusts and generation skipping transfers.
The firm has been involved in the
probate and administration of hundreds of
decedents estates of all sizes and
complexities. In addition, we deal with the
management of private foundations and have
extensive experience in all matters relating
to charitable organizations. We also assist our clients in asset
preservation, wealth transfer and retirement
planning.
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