We routinely assist high-net-worth individuals with sophisticated tax planning within the lifetime construction of the estate plan, as well as post-mortem estate and income tax planning. We design and implement plans that often produce significant tax savings without sacrificing the client’s important personal objectives. These efforts may involve the use of trusts, business entities, intra-family sales, and other wealth-transfer techniques.
We also understand the concerns of today’s closely held business owners. We structure our clients’ business transactions and estate plans to minimize taxation, both presently and in the future. Our team has expertise in all areas of transfer taxation (including estate, gift and generation-skipping transfer tax), as well as income tax (including income tax applicable to individuals, trusts and estates, partnerships, S-Corporations, and C-Corporations).