Big firm sophistication. Small firm focus.

Trusts and Estates

Our business clients are seldom just businesses – they are people, families, whose ultimate motivators often have as much to do with love, duty, and gratitude as with profit and loss.  They are justly proud of their success, but the ability to provide for their spouses, children, and grandchildren – as well as the causes and institutions they support – anchors their pride.  

Lifetime Gift and Tax Planning

Trusts and Estates

The most effective planning for estate allocation and death tax minimization starts at the height of people’s careers, not at their retirements. We work closely with clients to devise effective and tax-efficient wealth transfer plans that protect their own lifestyles and keep adequate safeguards over family assets. We also prepare and file annual gift tax returns to ensure proper reporting and to take advantage of the relatively new statute of limitations for gift taxes.

 

Experience

Our experience includes managing:

  • Lifetime gifting programs;
  • Family limited partnerships;
  • Use of annual giving exclusions;
  • Life insurance planning, including insurance trusts and split-dollar insurance;
  • Multi-state and international estate and tax considerations;
  • Qualified personal residence trusts and other home transfer devices; low-interest intra-family loans;
  • Estate freezes; Crummey trusts and defective grantor trusts; and
  • Business and real estate appraisals for tax purposes.

Trusts and Estates

Our business clients are seldom just businesses – they are people, families, whose ultimate motivators often have as much to do with love, duty, and gratitude as with profit and loss.  They are justly proud of their success, but the ability to provide for their spouses, children, and grandchildren – as well as the causes and institutions they support – anchors their pride.