Our trusts and estates group provides clients with personalized and sophisticated advice on estate planning, estate and trust administration and charitable giving. We offer comprehensive and convenient solutions with a team that includes in-house accountants and tax lawyers who work closely with family offices on wealth management.
We help our clients navigate the pitfalls of estate planning, including domicile issues, family dynamics and retaining wealth over multiple generations. Our team relies on a deep reservoir of experience to bring clarity and comfort to the issues facing our clients, including:
Estate and tax planning for unique assets, including art collections, closely held businesses and large blocks of stock in publicly traded companies, for family transfers as well as charitable purposes
Structuring tax-advantaged charitable gifts, including charitable lead and remainder trusts, gift annuities, conservation easements and retirement accounts
Creating and administering family foundations, generation-skipping trusts and life insurance trusts
Advising charitable organizations on all types of charitable gifts, private foundation taxes and fiduciary responsibilities
pre-immigration and expatriate tax planning for individuals and families temporarily or permanently relocating to the US
Our clients receive personalized attention from highly-skilled practitioners committed to providing outstanding service with a successful track record in presenting cases before the Internal Revenue Service, United States Tax Court and state tax authorities.
In the area of international estate planning, our lawyers have the knowledge and experience required to represent foreign nationals owning assets in the US, as well as US citizens residing abroad. We assist international clients in creating corporations in the US and assist in the development and administration of qualified domestic trusts and offshore trusts.
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