In our estate planning practice, we advise high net-worth individuals and families on wealth transfer tax savings strategies and customizing plans to carry out our clients’ wishes. In this area, we provide counsel to owners of closely held businesses, owners of real estate, executives, and non-traditional families in the following areas:

  • Wills, Living Wills, Health Care Proxies and Powers of Attorney
  • Revocable and Irrevocable Trusts
  • Creating and implementing Family Limited Partnerships (FLPS), Spousal Lifetime Access Trusts (SLATS), Qualified Personal Residence Trusts (QPRTS), Grantor Retained Annuity Trusts (GRATS), Dynasty Trusts and Life Insurance Trusts
  • Coordination of beneficiary designations for IRAs and other retirement accounts
  • Charitable Lead and Charitable Remainder Trusts
  • Representation of private foundations and not-for-profit organizations
  • Pre-nuptial Agreements
  • Other estate planning techniques
Estate Planning

In our estate planning practice, we advise high net-worth individuals and families on wealth transfer tax savings strategies and customizing plans to carry out our clients’ wishes. In this area, we provide counsel to owners of closely held businesses, owners of real estate, executives, and non-traditional families in the following areas:

  • Wills, Living Wills, Health Care Proxies and Powers of Attorney
  • Revocable and Irrevocable Trusts
  • Creating and implementing Family Limited Partnerships (FLPS), Spousal Lifetime Access Trusts (SLATS), Qualified Personal Residence Trusts (QPRTS), Grantor Retained Annuity Trusts (GRATS), Dynasty Trusts and Life Insurance Trusts
  • Coordination of beneficiary designations for IRAs and other retirement accounts
  • Charitable Lead and Charitable Remainder Trusts
  • Representation of private foundations and not-for-profit organizations
  • Pre-nuptial Agreements
  • Other estate planning techniques