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Estate Planning and Trust & Estate AdministrationOur trust and estate practice encompasses all areas of estate planning and trust and estate administration.We advise individuals and families how to transfer property to family members and charitable organizations, including private foundations, by gift and testamentary transfer, using creative, tax-advantaged strategies to achieve their goals. Many of our clients have substantial business or investment interests. We help them to develop sound succession plans to pass such interests on to future generations. We represent individuals, banks and trust companies as executors and trustees in all phases of the administration of large and complex estates and trusts, including probate, tax matters and accounting proceedings. We advise charitable institutions, including family foundations, with respect to contributions and organizational matters. Our attorneys lecture extensively on estate planning, wealth preservation and trust and estate administration. Some of the specific areas in which we render advice are:
• preparing wills and trusts and related documents • forming family foundations and partnerships • business succession planning • IRA and pension distribution planning • asset protection planning • disputes involving estates and trusts |
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