Our firm regularly assists affluent families with a number of sophisticated estate planning strategies and a wide range of charitable gifting techniques to reduce federal estate taxes, gift taxes and generation skipping transfer taxes. Our experienced attorneys practice in all areas of high net worth and complex trust and estate planning and administration, including but not limited to the following: - Private Family Trust Companies
- Multi-generational/dynastic generation skipping tax planning
- Life Insurance Trust Planning
- Special Needs Trusts
- Domestic Asset Protection Trusts & Third Party Spendthrift Trusts
- Educational/Medical Trusts
- Family Entity Planning (Family LP and LLCs)
- GRATS and variations thereto
- Charitable Trusts (i.e., CRTs and variations thereto)
- Gift tax planning
- Intentional Defective Grantor Trusts and Related Sales thereto
- Tax Exemption Planning (Foundations – Public and Private)
- Business & Family succession planning and mediation
- Trust Decanting & Reformation Planning
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