Estate and Wealth Planning

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