Services
ESTATE PLANNING
We counsel clients to effect the transfer of wealth to their chosen beneficiaries, working closely with each individual to create an estate plan which addresses the issues particular to that client's circumstances and assist them in implementing their plan. We utilize a variety of techniques, from simple wills to more complicated vehicles such as:
- Credit Shelter Trusts
- Irrevocable Life Insurance Trusts
- Living Trusts
- Charitable Remainder Trusts
- Charitable Lead Trusts
- Private Foundations
- Grantor Retained Annuity Trusts
- Family Limited Liability Companies
- Qualified Personal Residence Trusts
ESTATE AND TRUST ADMINISTRATION
We counsel individuals and institutions serving as fiduciaries, advising them of the legal and tax implications of contemplated courses of action. We work hand in hand with Executors and Trustees, assisting them with the preparation of various filings, including accountings, inventories, fiduciary income tax returns, disclaimers, post-mortem elections, and federal estate tax returns.