Estate Planning

Everyone’s estate and private wealth planning journey is different. Still, you can feel confident knowing our attorneys are familiar with the documentation, administrative processes, and tax planning involved with all these vehicles. In fact, clients often use them in combination with one another.

• Wills
• Irrevocable truss
• Revocable or living trusts
• Closely held entities

Irrevocable Trusts
Irrevocable trusts are among the most common ways we help clients safeguard their assets. Our lawyers have extensive experience with all kinds of irrevocable trusts. We also have experience resolving trust contests, disputes, and other fiduciary litigation.

• Dynasty
• Life insurance
• Charitable
• Grantor
• Spousal
• Special needs
• Trusts for descendants

Charitable Giving
With our legal guidance, there are many ways you can maximize the impact of your gifts while lessening your tax burden.

• Planned giving, to include lifetime and testamentary planning
• Forming private foundations and public charities
• Establishing donor-advised funds, scholarship funds, and endowed funds

Tax Planning
Providing tax services is an essential part of our private wealth practice. In addition to gift and estate taxes (returns and audits), we advise on tax issues related to business succession planning, family limited partnerships (FLPs), limited liability companies (LLCs), and non-profit organizations.

Family Offices
Our private wealth attorneys are part of a larger team at the firm, helping ultra-high-net-worth individuals create and maintain family offices. In addition to legal and administrative tasks, attorneys on the Family Office Team assist with business planning and select concierge services.

International Estate and Tax Planning
Our attorneys assist U.S. citizens with international estate planning and are familiar with the tax laws in more than 50 countries. We also advise international citizens who are moving to the United States.