Our Practices

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We work with domestic and international clients and their families to cover a broad spectrum of personal planning needs, including:

  • Charitable planning
  • Estate planning
  • Eder law planning
  • Special needs planning
  • Estate and trust administration

In doing so, we listen carefully to our clients, addressing their unique needs and concerns and helping them achieve their wealth transfer goals.

Among the services we provide are:
  • Preparation of wills and revocable trusts
  • Preparation and implementation of income and estate/gift tax minimization plans, including:
    • Life Insurance Trusts
    • Dynasty Trusts
    • Spousal Lifetime Access Trusts (“SLATS”) and Spousal Lifetime Access Non-Grantor Trusts (“SLANTs”)
    • Qualified Personal Residence Interest Trusts (“QPRITs”)
    • Grantor Retained Annuity Trusts (“GRATs”)
    • Creation of trusts in other jurisdictions, such as completed gift trusts in Nevada and Delaware and Nevada Incomplete Non-Grantor Trusts (“NINGs”) and Delaware Incomplete Non-Grantor Trusts (“DINGs”)
    • Charitable Trusts
  • Creation of charitable foundations and non-profit corporations, including obtaining tax exempt status from the IRS
  • Preparation of powers of attorney and health care proxies
  • Business succession planning, drafting of partnership and shareholders agreements, managing control issues and buyout plans on behalf of our business owners and corporate clients

Our Professionals

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About Us