Trusts & Estates
We provide counsel based on expertise and insight
in formulating and administering individualized estate plans.
Our Trusts & Estates attorneys work with individuals who want strategic advice regarding the development and implementation of their estate plans.
Our clients want to maximize the value of their estates by minimizing taxation and ensuring that their wishes concerning distribution are heeded and upheld. Some clients have complicated family dynamics, while others need to address both business and personal concerns or realize their philanthropic goals.
Whether our clients want to minimize estate, gift, and generation-skipping taxes, preserve family wealth, transfer closely held businesses to younger generations, incorporate insurance products into an estate plan, allocate, structure, and supervise investment portfolios for trusts and family accounts, or fund college and post-graduate education for children and grandchildren via tax-efficient options, our attorneys use an array of estate planning techniques and strategies that can be creatively combined to implement our clients’ wishes.
Following the death of a family member, we guide the survivors through the estate administration process from the probate proceeding to the final distribution. Our expertise in planning for estate administration and the preparation and filing of estate tax returns, combined with our years of experience in the Surrogate’s Court and with the IRS, makes this difficult period manageable for the family. In many cases, we counsel and supervise the administration of trust funds for the lives of surviving spouses, children, and grandchildren. We also counsel clients on the best way to use planned giving techniques and charitable trusts. We work with institutions and family foundations to distribute or receive charitable contributions and to deal with numerous compliance issues.