We represent clients in all areas of estate and wealth planning. Our attorneys assist clients in the disposition of their financial assets to their intended beneficiaries in a manner that minimizes transfer taxes and costs, and which protects the beneficiaries from creditors. We are experienced in:
- Strategic estate planning techniques including Grantor Retained Annuity Trusts, Charitable Lead Trusts ,and sales to Grantor Trusts
- Planned charitable giving
- Estate and gift tax planning
- Preparation of federal gift tax returns
- Resolution of state and federal audits of gift and estate tax returns
- Minimization of estate, trust and individual income taxes
- Creditor protection planning