Estate Planning & Administration

The firm’s estate and wealth preservation practice offers comprehensive estate planning for individuals, families and family businesses including:

  • Wills, revocable trusts and insurance trusts
  • Life-time gifting programs to preserve family wealth, including family limited partnerships, grantor retained annuity trusts, private annuities, sales to grantor trusts, and qualified personal residency trusts
  • Charitable gifting techniques including charitable lead trusts and charitable remainder trusts
  • Family and private foundations
  • Family business planning including buy-sell agreements and successor planning
  • Pre-nuptial and post-nuptial agreements
  • Probate and estate administration
  • Post-mortem tax planning
  • Trust administration