Tax and Estate Planning

  • Business tax planning.
  • Tax-saving strategies associated with making donative or other transfers during life or at death
  • Tax-efficient retirement plans as part of the transition process
  • Use of insurance as an estate planning vehicle
  • Sophisticated planning techniques for estates
  • Sophisticated trusts such as Grantor Retained Annuity Trusts (GRATs) and Qualified Personal Residence Trusts (QPRTs)
  • Long-term gift programs
  • Charitable gifting methods
  • Transfers of interest