Trusts, Estates, and Planning
We offer personal planning and counseling services, including:
*Wills, living trusts (inter vivos trust), health directives (living will)
*All aspects of personal tax planning
*Income
*Estate planning, Trusts, related services
*Gift taxes and planning
*Charitable giving
*Settlement of decedents' estates
*Administration of trusts
*Fiduciary income tax matters
*Counseling on family matters
*Dealing with the Internal Revenue Service
*Advising on and creating charitable foundations
*Estate planning, Trusts, related services
*Gift taxes and planning
*Charitable giving
*Settlement of decedents' estates
*Administration of trusts
*Fiduciary income tax matters
*Counseling on family matters
*Dealing with the Internal Revenue Service
*Advising on and creating charitable foundations
Our International Services for U.S. clients moving overseas and non-U.S. citizens in the United States, we help you relocate in the most tax-efficient manner. Our services include assisting clients with international needs in structuring worldwide assets and effectively transferring wealth through vehicles such as:
*Forming international trusts
*Creating wills for multijurisdictional situations
*Advising on the purchase of foreign life insurance before relocating to the United States
*Assisting in real estate and illiquid investments
*Creating wills for multijurisdictional situations
*Advising on the purchase of foreign life insurance before relocating to the United States
*Assisting in real estate and illiquid investments
For Business Owners
We counsel business owners on all areas of tax and estate planning. We have particular experience in working with individuals with significant or unique business assets, including
*Planning for management succession and asset conservation through multiple generations at a minimum tax cost
*Counseling on recapitalizations, gift programs and other techniques for shifting value during an owner's lifetime or separating control from value
*Assisting business owners in allocating benefits among their children regardless of their involvement in the business
*Structuring life insurance and benefit programs to minimize tax costs
*Planning for liquidity in the event of an owner's death
*Preparing buy/sell, restrictive stock and employment agreements
*Developing and implementing exit strategies from the business for inactive family members
*Counseling on the short- and long-term estate implications of selling a business or restructuring it
*Assisting business owners in allocating benefits among their children regardless of their involvement in the business
*Structuring life insurance and benefit programs to minimize tax costs
*Planning for liquidity in the event of an owner's death
*Preparing buy/sell, restrictive stock and employment agreements
*Developing and implementing exit strategies from the business for inactive family members
*Counseling on the short- and long-term estate implications of selling a business or restructuring it
Click on the Contact Us link above for assistance.