Trusts and Estates
We counsel our clients in distributing their assets, while minimizing the payment of estate taxes, through estate planning and estate administration.
Our services in this area include counseling clients to assure the orderly and efficient transfer of property to their beneficiaries with a minimum of estate, gift, generation-skipping and income tax costs. We provide legal services to personal representatives and beneficiaries on federal and state tax issues, including representation before taxing authorities, as well as matters considered by the probate court, and we also represent the beneficiaries of estates and trusts. Our estate planning experience also includes giving advice to clients who are not residents of the United States.
We establish both voluntary and involuntary guardianships for incapacitated persons.
In preparing an estate plan, our attorneys tailor the plan for the individual by considering the sophisticated estate planning devices available, including: wills, revocable and irrevocable trusts, life insurance trusts, “Crummey” trusts, §2503(c) trusts for minors, unified credit shelter trusts, gifts, qualified terminable interest (QTIP) trusts, estate freezes, prenuptial agreements, charitable remainder trusts, charitable lead trusts, personal residence trusts, qualified personal residence trusts, grantor retained annuity trusts, grantor retained unitrusts, and qualified domestic trusts.
