The Firm’s Private Client attorneys work with individuals and families on a highly personal and customized basis to provide the following services:
- Advice to high net worth (HNW) and ultra high net worth (UHNW) individuals and families regarding the creation, structure, and operation of revocable and multi-generational trusts, family-owned and closely-held business entities, charitable entities (including split-interest charitable trusts, private foundations, private operating foundations, donor-advised funds, etc.), and family office structures
- Advice to clients regarding the structure of gifts, sales, and other advanced planning techniques (e.g., GRATs, CLATs/CRUTs, sales to grantor trusts, QPRTs, net gifts, leveraged transfers, etc.) to minimize gift, estate, generation-skipping transfer (GST), and income taxes
- Advice to clients regarding the use of life insurance in multi-generational tax planning and business planning
- Advice to clients with respect to family business succession planning, including the implementation of redemption and cross-purchase buy/sell agreements
- Administration of decedents’ estates, including probate matters, asset transfers, and post-mortem estate planning (e.g., disclaimers)
- Advice to clients with international planning matters and the interpretation of international tax treaties
- Trustee selection, trustee counsel, and beneficiary counsel
- Trust and estate litigation
- Marital planning, including marital and cohabitation agreements
- Representation before the IRS with respect to gift, estate, and income tax audits, appeals, and litigation
