Our firm has a long history of assisting high-net-worth individuals with estate planning techniques that attain ones’ goals and effectively leverage the annual gift tax exclusions and credits against estate, gift, and generation-skipping transfer taxes. We provide guidance on the necessity of freezing property values within an estate by use of entities such as closely held businesses, and trusts. Families rely on us for personal planning, trust and estate administration, family business advice and surrogate's court litigation experience. We make the most of the legacy you have accumulated over a lifetime as well as planning for your family's financial future. Advanced estate and tax planning can include some or many of the following:
- Gifting (annual exclusions, gift splitting, partition, lifetime exemptions)
- Second-Generation Planning (generation-skipping transfer tax and exemption planning, and dynasty trusts)
- Charitable Planning and Donations (charitable gifts and remainder trusts, charitable lead trusts, private or public foundations, and supporting organizations)
- Closely Held Business (succession planning and buy-sell agreements)
- Estate Freezing techniques (family limited partnerships, limited liability companies, grantor retained annuity trusts, sale to defective trusts, installment sales, private annuities, qualified personal residence trust)
- Asset valuation
- Disability planning
- Family business management and succession
- Personal planning
- Pre- and post-nuptial agreements
- Surrogate's Court litigation
- Trust and estate administration
