Our Capabilities & Focus Areas
Estate Planning & Trust Administration
- Will and Trust Planning/Drafting
- Irrevocable Trust and Gift Planning for
Complex Family Needs, Tax Planning, Creditor/ Spousal Protection - Gift and Estate Tax Return Preparation
- Probate Administration
- Trust Administration
- Postmortem Tax Strategies
- International Estate and Trust Planning
- Family Counseling
- Counseling Professional and Lay Fiduciaries in the Administration of Trusts, Decedents’ Estates, and Guardianship Estates
- Accountings/Beneficiary Reporting
- Special Needs Planning for High Net
Worth Families - Life Insurance Planning
- Real Estate Transfers for Gift/Estate Planning
Purposes - Private Trust Companies
- Family Office Planning
Trust, Estate & Tax Controversies
- Will & Trust Contests
- Breach of Fiduciary Duty cases Trust
Constructions - Modifying/ Terminating Trusts
- Conflicts Regarding Taxable and Non-
Taxable Gifts - Contested Claims and Citation Proceedings
to Recover Assets - Guardianship and Contested Guardianships
- Mediation/Arbitration
- Appeals
- Contested Issues Regarding Closely Held
Business Interests - Charitable Pledge Disputes and Modifications of Charitable Trusts
- Tax Controversy in Gift & Estate Tax Matters
and Certain Income Tax Matters (charitable
deduction audits, foreign reporting compliance)
Charitable Guidance
- Planned Gifts to Charitable Organizations
- Split-Interest Charitable Trusts
- Establishing Charitable Organizations
- Tax Compliance for Charitable Organizations
Family Law
- Prenuptial and Postnuptial Agreements
- Divorce Planning
- Contested Divorces
- Alimony Disagreements
- Decree Modifications
Family Business Advice
- Succession Planning, including buy-sell agreements and voting trusts
- Family Business M&A (small to low mid-cap)
- General Corporate Advice to Family Businesses