Estates and Trusts-
sophisticated estate and gift planning and tax saving techniques; effective wealth transfers for successful clients; expert fiduciary advisory services to trustees; probate and trust administrations; skilled preparation of estate and gift tax returns and trust accountings; resolving complex estate and gift tax audits.
private family foundation creation, governance and administration; advanced charitable planned giving techniques; philanthropy and charitable grant making advisory services; charitable trust creation and administration.
Wealth and Succession Planning-
expert family office advisory services and outside counsel; constructive wealth succession and generational planning; dynasty and GST trust creation and administration; business succession and family legacy planning.