Trusts Formation

The core work in this area involves estate and tax planning for wealthy individuals and their families. Typically, these clients face exposure to heavy taxes and seek advice on how to eliminate or reduce that potential burden by both lifetime and post-death planning. Our practice in this area often involves advising family businesses and handling many non-tax legal problems.

To advance a client’s estate planning objectives, we make recommendations based on a comprehensive review of a family’s assets and general situation and the personal desires of our clients. Our work involves the preparation of documents, such as wills and trusts designed to preserve the client’s wealth and to provide for its eventual disposition. As part of the overall estate planning process, we advise clients on all aspects of estate, and generation-skipping transfer taxation.

We regularly advise clients on personal income tax matters. These services range from the simple to the complex and include advice on minimizing family taxes by income shifting, selling personal and business assets, enhancing the tax benefits from a vacation home and handling audits and related tax refund litigation.