Individual Client Services
Our Individual Client Services practice is extensive and diverse, providing a full range of legal services in the areas of personal estate planning and administration and family business-related services.
Personal Estate Planning
The laws around estate planning and inheritance are complex. Our clients appreciate our comprehensive knowledge of the federal and state statutes and rely on us to ensure that their beneficiaries are provided for in the most tax-efficient manner possible. Our services include the drafting of wills and lifetime trusts, estate and gift tax planning, estate administration and the creation of charitable foundations. With a keen eye toward the tax-efficient transfer of wealth, we make innovative use of vehicles such as insurance trusts, grantor trusts and inter-family sales and transfers. In connection with our estate administration practice, we also advise executors and surviving family members on post-mortem estate planning opportunities.
We work extensively on behalf of clients with partial or full ownership in businesses, helping to negotiate buy/sell agreements and develop other arrangements for the inter-family transfer of corporate, partnership or limited liability company interests. We routinely draw on the knowledge and experience of other firm practice groups in order to minimize our client's tax liability, ensure a smooth succession and assist clients in growing their wealth and assets for future generations.