Estate Planning and Estate Administration

Represents clients in sophisticated estate planning, including the preparation of wills and trusts that maximize the use of the estate tax unified credit and marital deduction for married clients and wills for non-U.S. citizens; utilizes various estate tax planning techniques, including lifetime and testamentary charitable trusts, personal residence trusts, GRATs, family limited partnerships and life insurance trusts; and assists clients in business succession planning.

Handles estate and trust administration, including the probate of wills, and represents clients in will contests and income, gift and estate tax issues.
Subpages (1): Resources