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Business Succession, Estate Planning and Estate & Trust Administration

We assist business owners in accomplishing their unique estate planning and business succession planning objectives in a tax efficient manner. We counsel clients on a wide range of objectives including management succession planning, buy-sell agreements and charitable planning. Our firm advises clients ranging from those with moderate sized estates to high net worth families and business owners.

Our firm assists many individual clients in developing strategies to protect assets from potential future liabilities and to minimize estate and gift taxes while maintaining flexibility. We develop multi-generational succession plans that minimize exposure to transfer taxes, including the generation skipping transfer tax..

We counsel executors and trustees concerning probate and trust administrator issues, including representing estates before the Internal Revenue Service on complex tax issues and negotiating settlements between beneficiaries and modifications to trust instruments

Typical and Illustrative Experience

  • Will and Trust Preparation
  • Tax Planning and Gift and Estate Tax Return Preparation
  • Generation Skipping Transfer Tax Planning
  • Sophisticated Life Insurance Planning
  • Charitable Planning
  • Buy-Sell Agreements
  • Asset Protection Planning
  • Estate/Trust Administration
  • Trust Litigation and Trust Modification