We offer multidisciplinary resources and creative solutions for sensitive and pressing family concerns in dealing with prosperity, values-based wealth transfer, and business succession. In doing so, we develop long-term relationships with our clients and their families and advisers, helping to ensure continuity from generation to generation.
Our attorneys assist clients in all areas of individual estate planning and family business succession planning. With the ability to utilize a range of techniques ranging from simplistic and conservative to complex and cutting-edge, our estate planners provide services for clients regarding planning for relatively modest to extremely large estates and businesses. Experience includes preparation of simple and complex wills, living trusts, irrevocable life insurance trusts and other long-term irrevocable trusts (e.g., family dynasty trusts), qualified personal residence trusts, charitable lead and remainder trusts, grantor retained annuity trusts and private foundations, among other items. Our attorneys also have substantial expertise in the areas of estate and generation-skipping transfer tax avoidance or minimization, including family business planning, valuation discount planning, probate avoidance, transfers in trust, including the use of family limited partnerships and family limited liability companies, and probate and trust administration.
We work closely with clients to explain the advantages and disadvantages of planning techniques in order to ensure each client’s wishes are accurately reflected during the planning process.
We have also served as counsel in significant matters involving defense of fiduciaries’ conduct, indemnification of fiduciaries, removal of fiduciaries and breach of fiduciary duties. Realizing the difficult nature of estate and trust cases, we provide counsel to fiduciaries with respect to beneficiary communications and appropriate courses of conduct and action to avoid potential litigation.