Estate Planning 

Lifetime Wealth and Related Tax Planning

We counsel clients on lifetime tax planning strategies to reduce overall transfer taxes by considering valuation discounts, opportunities to leverage value and the interplay of income, gift, estate and generation-skipping transfer taxes. Our strategies allow clients to shift substantial wealth to other members of their family as economically as possible - and with future appreciation outside of their taxable estate.

Planning for New Wealth

In addition to working with clients who have existing wealth, we also focus on providing counsel to clients with new wealth, particularly those with substantial corporate benefits, stock options, restricted stock, stock appreciation rights, significant retirement accounts or complex real estate holdings.

Planning for Incapacity and Death

Our attorneys work with clients to determine who will make health care decisions for them, and who will manage financial assets if they are unable to do so themselves, whether due to incapacity or death. To help minimize the burden of the federal transfer tax bill, we provide expert counseling and prepare customized estate planning documents to carry out our clients' wishes in a tax-efficient manner.

Minimizing Asset Exposure to Creditors

With proper advance planning and by using sound estate planning devices, we can assist clients in safeguarding a substantial portion of their family's assets from claims of potential creditors to preserve family wealth.

International Services

Our attorneys have extensive experience counseling clients on U.S. income and estate tax matters relating to their status as nonresident aliens who plan to reside in the United States and resident aliens who already do. With our careful advance planning, it is often possible for a nonresident alien to take advantage of opportunities that exist to transfer wealth with little or no U.S. transfer tax.