Areas of Practice
The firm is devoted to providing sophisticated tax planning, estate planning, trust and probate administration, taxation, and related transactional services to a broad range of individuals, families, and closely-held businesses.
The firm presently maintains a continuing professional relationship with families, administers estates, and develops sophisticated estate plans each year. These estate plans typically involve the preparation of Wills, Revocable and Irrevocable Trusts, Qualified Personal Residence Trusts, Grantor Retained Annuity Trusts, Grantor Retained Unitrusts, Intentionally Defective Grantor Trusts, Charitable Lead Trusts, Charitable Remainder Trusts, Private Foundations, Private Operating Foundations, and other sophisticated estate planning measures.
The firm is experienced in advising clients as they develop and implement agreements to purchase or sell existing businesses, real property, intellectual property, or other assets, paying particular attention to the tax aspects of each transaction.
The firm also advises local charities concerning their operational activities and has prepared a large number of organizational documents for such charities, having qualified many charitable organizations with the Internal Revenue Service.
The attorneys and their staff prepare and manage through audit and appeal many sophisticated estate and gift tax returns and has also developed a reputation for resolving post-death estate administration problems. This includes the use of such post-mortem documents as disclaimers and the use of court approved reconstruction of estate planning documents.