Trusts & Estates

Our clients have achieved success in many fields, from senior executives to multi-generational families, to owners, managers and investors in private capital. With great success comes great responsibility and complexity. Our clients seek to protect their families and their work for generations and we are proud to serve. We act not just as private client lawyers but trusted advisers, looking to build strong relationships with our clients and the professionals advising them. We guide clients in multiple roles as families, fiduciaries, family offices, beneficiaries and heirs.

Our firm harnesses the combination of both estate planning and tax planning with a sophisticated understanding of high net-worth clients. While many of our clients are purely domestic, we are equipped to address a wide range of estate issues domestically and abroad. Our firm is adept at using revocable and irrevocable living trusts, dynasty trusts, charitable remainder trusts, grantor retained annuity trusts, intentionally defective grantor trusts, and private family foundations to achieve client family security through predictable wealth planning and tax mitigation.

Moreover, our attorneys are well versed in Subchapter J – the income tax for trusts and estates, along with a deep understanding of the Federal estate tax not only for US persons but also for non-resident aliens. We are able to plan with a complete understanding of the income tax and estate tax consequences of every structure and provide clients a thorough understanding of not only the legal ramifications of their planning but also the economic results.