Wills & Trust Estate Planning

the grantor retained income trust to transfer a personal residence to heirs at reduced tax rates; and the creation of grantor retained annuity trusts and grantor retained unitrusts funded with income producing stock in closely held businesses in order to transfer ownership to younger generations at reduced gift tax rates.
For clients who wish to advance their philanthropic activities, our firm assists in creating tax qualified charitable trusts and private foundations.
The firm's attorneys handle all stages of estate administration including probate of the will; the collection of assets; the preparation of the federal and state estate tax returns; the representation of the estate in tax audits; the compilation of the executor's accounting and attendant releases; and the distribution of the estate assets to the beneficiaries. At every stage of the administration of an estate, we are attuned to all available tax planning opportunities to further our clients' interests.

next page