Wealth transfer and succession planning

• Designing wealth transfer and succession plans that minimize gift, estate, inheritance, and generation-skipping transfer taxes.
• Preparing custom Wills and trust agreements for each client's specific situation.
• Developing strategies that provide flexibility in light of the ever-changing laws affecting transfertax planning.
• Devising strategies to fund the costs of education for family members and to assist them during their formative years.
• Coordinating benefits of compensation and benefit plans with comprehensive financial and wealth transfer planning.
• Establishing family foundations, family limited partnerships, limited liability companies, closely held corporations, and family offices that comprise the above as well as private family trust companies along with providing ongoing legal advice to support their administration.
• Designing and implementing strategies that provide effective asset management in the event of incapacity or infirmity.
• Formulating plans to conserve family assets in the event of dissolution of a marriage or creditors' claims.

Business succession planning

• Working with business owners to minimize income and transfer taxes and to create a management and ownership succession plan.
• Structuring complex agreements to ensure continuity of operations.
• Equitable reorganization of business holdings and capital restructuring.
• Business preservation and improved communications between generations.