Taxable Estate Mitigation & Estate Planning

From structuring family investment vehicles and business succession planning, to income tax planning and charitable giving, our team advises clients on how best to protect their families, preserve their wealth, safeguard their assets, and achieve their personal, business, and tax goals.

Regularly recognized for their extensive experience, multi-generational client relationships, and deep knowledge of wealth transfer strategies and trust, estate, and tax laws, our lawyers use a wide variety of gift- and estate-planning strategies to custom-crafting trusts and estate to match each client’s needs and goals. We also regularly advise individuals and families, business owners, entrepreneurs, and professionals regarding all aspects of trusts, estates, gift planning, and multigenerational tax planning.

Further, we provide guidance to family offices on entity structuring, management, partnership and operating agreements, business succession planning, avoiding tax liability and other pitfalls, and ensuring a smooth transition of their privately owned businesses.

In addition to taxable estate mitigation and estate planning, our firm can advise you on:

• Business succession planning
• Charitable giving
• Digital asset estate planning
• Estate planning, including wealth preservation and wealth transfers
• Gift planning
• Guardianships and conservatorships
• Tax planning
• Trust administration
• Trust and estate litigation