Estate Planning, Wealth Preservation, & Asset Protection
The firm engages in estate planning with an emphasis on family, business, and tax considerations, including income, gift, generation skipping, and estate taxation. Attorneys advise clients and prepare the appropriate documents with respect to wills and trusts, which include revocable, irrevocable, charitable, and other special trusts created to meet established goals. Attorneys also assist in the implementation of gift programs (both personal and charitable), along with the use of business entities to reduce current estate taxes, suggest estate tax reduction techniques, and help facilitate opportunities designed to provide liquidity to pay estate taxes.
The firm represents individuals in all aspects of estate planning and trust and probate administration. Business and asset succession planning includes recapitalizations, buy/sell agreements, split interest acquisitions, partnerships, estate freezes, private annuities, and self-cancelling installment notes.
Asset protection includes analysis of favorable jurisdictions, utilization of trusts, limited liability companies, corporations, and limited partnerships.