Estate & Tax Planning

PDF

We develop estate planning strategies for senior executives, business owners, and high net-worth individuals to minimize or eliminate income, gift, and estate taxes including generation-skipping transfer taxes.

Typical components of such strategies may include:

  • Wills
  • Codicils
  • Revocable and irrevocable trust arrangements
  • Durable powers of attorney
  • Healthcare proxies
  • Prenuptial agreements
  • Intra-family gift programs, including Family Limited Partnerships
  • Qualified Personal Residence Trusts (QPRTs)
  • Grantor Retained Annuity Trusts (GRATs)
  • Dynasty trusts
  • Charitable lead trusts
  • Charitable remainder trusts