The relationship with your estate planning attorney is one of the most personal professional relationships you can have.  We understand that each client and each family is unique and that sometimes that uniqueness can present planning challenges.  We also understand that thinking about end of life and planning for the kind of legacy you will leave behind can be difficult.  We pride ourselves on listening to your needs, sharing our knowledge and experience with you, and working together to achieve your planning goals.

We provide traditional and non-traditional estate, wealth transfer and tax planning services to individuals, couples and families.  From the most basic to the most complex, we prepare customized estate plans designed to maximize clients’ ability to provide for their beneficiaries, while minimizing estate, gift and generation-skipping transfer taxes.  Our estate planning services include:

Screen Shot 2015-03-01 at 10.28.21 PMWills, revocable (living) trusts, powers of attorney (medical and financial), and living wills

Screen Shot 2015-03-01 at 10.28.21 PMSophisticated estate and gift tax planning and complex wealth transfer transactions, including irrevocable life insurance trusts (ILITs), qualified domestic trusts (QDOTs) for gifts to a non-citizen spouse, sales to grantor trusts (IDITs), grantor retained annuity trusts (GRATs), qualified personal residence trusts (QPRTs), lifetime qualified terminable interest trusts (QTIPs), and generation-skipping transfer tax (GST) planning

Screen Shot 2015-03-01 at 10.28.21 PMCharitable planning including private foundations and donor advised funds, charitable remainder trusts (CRTs), charitable lead trusts (CLTs), and assisting with the creation of scholarship funds

Screen Shot 2015-03-01 at 10.28.21 PMInternational estate planning issues including planning for a non-citizen spouse, clients who are U.S. citizens but live abroad and those who own property abroad

Screen Shot 2015-03-01 at 10.28.21 PMAssisting clients with the formation, governance and use of closely held business and family entities, such as limited liability companies and limited liability partnerships, and succession planning for those entities, including planning for incapacity, sale and transfer of the business

Screen Shot 2015-03-01 at 10.28.21 PMPreparing gift tax returns (Form 709s)

We can help you make sense of the legal jargon and myriad of acronyms in this area and work with you to find solutions to your most complex estate planning problems.

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