Practice Areas: Estate Planning and Administration (Domestic and International)

• Asset protection planning
• Charitable giving strategies (domestic and cross-border)
• Estate and trust administration
• Estate and trust planning
• Foreign trusts
• IRS audits
• Life insurance (including offshore) and pension plan strategies
• Litigation of fiduciary and tax disputes
• Private placement insurance
• Restructuring closely held business entities
• Wealth preservation and management strategies

In our estate planning practice, we represent individuals, estates and fiduciaries. We offer a full range of legal and administrative services in the wealth management and estate planning areas, designed to preserve a client’s wealth and address philanthropic goals. Our wealth management and estate planning attorneys combine specialized experience in tax, property and fiduciary laws to provide advice on the efficient conservation and transmission of personal wealth.

We work with our clients to define their wealth maintenance and transfer objectives, helping them develop and implement an estate plan that will accomplish their goals. In addition to estate planning, we advise and represent personal representatives and trustees in all phases of the administration of estates and trusts. We regularly counsel clients about planning alternatives, including the use of various trusts, life insurance and pension plan strategies, structured charitable giving techniques, optimal use of the estate tax-exempt amount, and lifetime gifting opportunities.

The firm’s lawyers assist clients, with net worths ranging from under $1 million to multi-million dollars, in designing and implementing wealth protection and preservation strategies, structuring complex estate plans, restructuring closely held business entities, resolving IRS audit issues, administering estates and trusts, and litigating fiduciary and tax disputes before state and federal courts and administrative agencies.

In our international tax and estate planning practice, we counsel multinational families and individuals in estate planning and asset protection, with the goal of preserving a client’s wealth and addressing philanthropic goals.

We work with our international clients to navigate through the U.S. federal and state income and estate tax system as well as to define their wealth maintenance and transfer objectives. We regularly counsel clients about wealth management strategies, including cross-border charitable giving, use of offshore life insurance including private placement insurance, and planning with foreign trusts. In addition, we assist clients in response to IRS offshore compliance audits.