Taxation and Wealth Planning

Federal Estate and Gift Tax Planning


We consider all aspects of a client's estate planning objectives in advising on a proper plan – including available tax benefits or savings – to help a client achieve their desired goals.

Wealth Preservation
We employ individualized and sophisticated planning techniques for domestic and international estates, taking into consideration all applicable federal, state and international post-mortem/death tax exemptions. We utilize available tax-reduction tactics, such as retitling assets between spouses or creating lifetime trusts, a charitable foundation or family limited partnership, to minimize taxes and protect beneficiaries and advise on income, gift, generation-skipping and death tax considerations to help achieve tax savings. We also help fulfill non-tax incentives, including liability concerns, centralized asset management and continuity in asset transfers. Additionally, our attorneys prepare and design sophisticated trusts, including Grantor Retained Annuity Trusts (GRATs), Qualified Personal Residence Trusts (QPRTs), perpetuity and family dynasty trusts.

Gift Tax Planning
We advise and implement long-term gift programs to safeguard clients’ lifetime financial security and minimize the tax impact upon the next generation. We also employ charitable gifting methods to reduce tax liabilities while meeting a client’s philanthropic objectives. Additionally, our attorneys use opportunities made available under the Internal Revenue Code and case law to leverage tax savings in making transfers of interests in closely held business entities.