Trusts & Estates Law
Basic wills and trusts, including guardians for minor children
Designing
and implementing sophisticated estate planning techniques
- Family
limited partnerships and family limited liability companies
- Grantor
retained annuity trusts
- Generation-skipping planning
- Special needs
trusts
Planning to minimize income taxes, estate taxes,
and gift taxes
Planning for incapacity
- Durable powers of attorney
- Health care powers
of attorney
- Living wills
- Guardianships
Business succession planning
Life insurance planning, including life
insurance trusts
Charitable gift planning
- Charitable remainder
trusts
- Charitable lead trusts
- Private foundations
Planning for lifetime gifts
Tax-exempt entities and charitable organizations
- Counsel
to nonprofit entities in organizational, governance, and operating
matters
- Consultation
relating to planned giving programs and related tax issues
- Services
relating to applications for tax-exempt status
- Counsel
to tax-exempt entities in fiduciary and tax matters
Assisting in estate and trust administration
- Compliance
with probate and fiduciary laws
- Preparation of estate, gift and
generation-skipping tax returns
Counseling
executors and trustees on fiduciary law issues
Advising fiduciaries
and beneficiaries regarding trust and estate conflicts
Planning
for disposition of retirement plans and IRAs |
