Our lawyers advise our clients on imaginative methods of accumulating, managing and preserving wealth, as well as on its disposition during life and upon death. Specifically, in conjunction with other professionals such as accountants and financial advisors, we assist clients with tax-minimization and tax-saving strategies, including building their estates and planning for the transfer of property to family members and other beneficiaries in ways that minimize taxes. We consult clients on the advantages of having a will and powers of attorney and depending on a particular client’s needs, we develop simple or very sophisticated plans, and prepare the documents necessary to implement those plans. These may include wills, codicils, revocable and irrevocable trust agreements, specialized trusts, life insurance and other lifetime gifts, charitable trusts and foundations, family limited partnerships, shareholders agreements, instruments for the sale, gift or testamentary transfer of property, powers of attorney for property, powers of attorney for personal care, will probate, living wills, and other succession planning documents tailored to achieve the client’s objectives.
Our lawyers attend the administration of the estate and also represent and advise trustees/executors in all aspects of estate and/or trust administration, including the distribution of estate assets, the passing of accounts and the finalization of income tax matters upon death.