The Firm has substantial expertise in all of the traditional trusts and estate areas, including estate and gift planning on the federal and state levels. We have expertise in such areas as family business succession, generation-skipping transfer tax planning, charitable trusts, estate freezes and the special legal problems of the elderly, including conservatorship and guardianship proceedings, medical planning and health care decisions. We work with our clients to identify their personal goals and objectives and assist them in preparing appropriate plans to ensure they optimize the management of their affairs and maximize the transfer of their wealth.
We have extensive experience in drafting and implementing a wide variety of estate planning vehicles including: wills, irrevocable life insurance trusts, grantor-retained interest trusts, revocable living trusts, charitable trusts (remainder and lead trusts), charitable foundations, lifetime gift-giving programs and qualified renunciations (post mortem planning). We also prepare and review estate, fiduciary income, personal income and gift tax returns.