Our Trusts and Estates Group advises clients on ways to carry out their wealth transfer objectives while minimizing taxes through the preparation of trusts and wills and advising on lifetime gifts. Our attorneys will assist you with all your trust and estate needs, including the following:
FOR BANKS, CORPORATIONS AND NON-PROFIT ORGANIZATIONS
The firm's lawyers offer clients, such as banks, corporations and non-profit organizations, a variety of services including the administration of estates, advice regarding trust matters, and the creation of charitable foundations and trusts.
- Estate administration
- Providing advice regarding trust matters
- Creating charitable foundations and trusts
FOR INDIVIDUAL CLIENTS
Our attorneys have developed a number of planning techniques to assist clients in managing state and federal estate tax issues, including lifetime-giving plans involving family limited partnerships, living trusts, grantor retained annuity trusts, and charitable trusts. We are skilled in helping clients create comprehensive estate and retirement plans that address tax, family, retirement, disability, and financial issues. We also spend a considerable amount of time handling estate and trust accountings and fiduciary income tax returns for our individual clients.
The administration of a decedent's estate offers many opportunities for income and estate tax savings through careful planning. Valuation issues are often critical in larger estates, and our attorneys have developed strong working relationships with valuation experts for many types of property and take advantage of many types of discounts often overlooked in the administration of estates.
In addition to planning and valuation, our attorneys frequently represent fiduciaries in Superior Court and Probate Court litigation involving the approval of trust and estate accountings, changes in trustees, trust reformation, trust construction and tax minimization.more 