Private Client:  Counsel to individuals and families on domestic and cross-border income and estate planning issues, including the use of trusts, foundations and wills and the application of tax treaties. Represent domestic and international clients in disputes with the IRS regarding their income, estate, gift and generation skipping transfer tax liabilities. Represent family members with respect to their grievances in estate and trust administration.

 

Business Transactions:  Advice and planning to corporations, limited liability companies, partnerships, disregarded entities and sole proprietorships on operations, governance, regulatory compliance, contract and tax matters.  Counseling includes sale, purchase, exchange, merger, spin off and other reorganization from the perspective of business law and federal and state tax.

 

Probate, Estate and Trusts:  Administration of estates and trusts in probate court. Estate related litigation

involving will construction, will challenges, will contests, elective share disputes, undue influence, lack of capacity, accountings and tortious interference with inheritance. Representation of fiduciaries (personal representatives, trustees and agents), beneficiaries, potential heirs and claimants. Preparation, review, audit and appeal of estate and gift returns.

 

Estate Planning:  Crafting wills, trusts, designation of patient advocates and durable powers of attorney to reduce or avoid inheritance and estate taxes. Creation of asset protection, life insurance and special needs trusts.

 

Exempt Organizations: Advice and planning of operational and governance issues for exempt organizations. The firm also represents exempt organizations in IRS examinations.