Scott assists high-net-worth clients with a broad range of estate, tax and charitable planning issues, and helps to strategically solidify their business succession and estate administration goals. His experience also extends to corporate transactions and employee stock ownership plans.
Estate and Tax Planning
Prepares wills and trusts, insurance plans, family limited partnerships, defective grantor trusts, grantor retained annuity trusts, residence trusts, asset protection plans, generation-skipping plans, dynasty trusts and prenuptial agreements.
Coordinates the creation of private charitable foundations, supporting foundations, charitable remainder trusts, charitable lead trusts and helps with negotiating contributions to charitable institutions.
Complex Estate Administration
Assists with probate, asset valuations, disclaimers, income tax planning, accounting records maintenance, estate tax returns, post-mortem planning, beneficiary distributions, settlement of estates on a formal or informal basis and represents executors in estate tax audits with the Internal Revenue Service.
Before Fox Rothschild
Prior to joining Fox Rothschild, Scott was a Partner in the Estate Planning Group of a New York law firm.