Estate & Gift

Our Estate and Gift tax professionals are continuously called upon to assist individuals, business owners and families to determine and attain their estate and gift tax and wealth preservation goals. They are involved often in assisting with business succession issues and charitable planning, in counseling clients with complicated family situations, and in preparing and filing estate and gift tax returns. The scope of our services ranges from estates of several million dollars to more than $1 billion in assets. 

Our professionals are well versed in all facets of the Generation Skipping Transfer tax, probate issues and related specialized areas. We can assist families in gathering the information necessary to help in making informed decisions and in dealing with their other professional advisors.

Services

  • Assistance in Determining Family Goals and Objectives
  • Planning for Reduction or Deferral of Estate Taxes and Probate Costs
  • Consulting on Will Design and Provisions
  • Compliance Services for Estates and Trusts, and in Gift Reporting
  • Planning for Surviving Spouse

Tools and Techniques

  • Qualified Personal Residence Trusts 
  • Family Limited Partnerships 
  • Irrevocable Life Insurance Trusts
  • Best Utilization of Unified Credit Equivalency
  • Generation Skipping Trusts
  • Intentionally Defective Grantor Trusts
  • Intra-Family Sales, Transfers and Loans
  • Grantor Retained Annuity Trusts and Unitrusts
  • Limited Term Grantor Retained Annuity Trusts
  • Maximizing Benefit of Gifting
  • Advanced Charitable Planning - Remainder and Lead Trusts 
  • Private Foundations
  • Special Needs Planning
  • Transfers