Estate & Tax Planning
Our team of estate & tax planning attorneys handles all aspects of estate and tax planning, including providing counsel on the development and implementation of sophisticated estate planning techniques designed to achieve our clients’ personal objectives and transfer wealth in the most tax-efficient manner. Our attorneys also assist clients with nontax aspects of estate and personal planning, such as liability concerns, centralized management of assets, transitioning ownership of a family business, premarital agreements, and effective trusts for children and grandchildren. Serving as “family advisers,” we offer pragmatic guidance on complex issues, helping our clients provide for future generations.
Fiduciary Litigation, Will Contests & Family Disputes
In the dispute resolution area, our attorneys have extensive experience working with individual and corporate fiduciaries, investment advisers/managers, family offices and individuals. Among other matters, we handle legal proceedings and controversies related to will contests, court accountings, surcharge actions, removal actions, fiduciary fee disputes, insolvent estates, tax audits and tax controversies, and controversies surrounding the construction of wills and trusts. Our attorneys also use alternative dispute resolution methods, such as arbitration or mediation, when appropriate.
Our attorneys handle cases for both guardians of the estate of incapacitated individuals and guardians of the person of incapacitated individuals. We represent both individual and corporate guardians for minor children, elderly individuals and disabled individuals. In doing so, we handle all aspects of guardianships, from securing the guardianship appointment through advising the guardian in his or her fiduciary role with a practical and sensitive approach. Our attorneys also handle cases and provide advice to family members with respect to guardians who have abused their authority.
Premarital, Postnuptial & Cohabitation Agreements
Our attorneys have extensive experience negotiating, drafting and handling all issues regarding premarital, postnuptial and cohabitation agreements. We prepare these agreements as tools to protect our clients’ assets and address issues such as debt responsibilities, support obligations, real and personal property ownership and/or division upon divorce or death, rights to income and expense-sharing arrangements, and the manner in which disputes will be resolved (i.e., through arbitration or mediation, as opposed to litigation).
Our attorneys help clients establish, obtain tax exemptions for and, when necessary, dissolve private foundations. We also assist with regulatory compliance and legal issues, providing guidance to founders, board members, officers and employees on all aspects of private foundation operations and enabling them to focus on charitable giving.
With respect to retirement assets, we counsel clients on how best to structure and time investments, take or refrain from taking distributions to optimize the value of these assets, and limit tax liability and avoid penalties. We also advise clients on how these assets can be used to fund trusts for their families and to carry out their charitable intentions. We are knowledgeable about a wide range of financial products and investment vehicles and adept at advising on how they can be used to help clients achieve their financial goals.