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 | WEALTH MANAGEMENT |
The attorneys of this practice area offer a full spectrum of estate planning techniques, from complex and sophisticated tax planning, to business succession planning and charitable giving. Areas of expertise include wills, trusts, charitable trusts, powers of attorney, business succession planning, buy/sell agreements and family partnership agreements. We also oversee the creation and operation of publicly supported and private charitable organizations. Services are tailored to clients' individual needs and emphasize minimizing federal and state estate and inheritance taxation in situations involving both lifetime and testamentary dispositions. We provide a complete range of estate administration and post mortem estate planning services, including probate, federal estate and gift tax returns, state inheritance tax returns and dealing with tax authorities during an audit. In addition, we represent individual and corporate fiduciaries as well as beneficiaries in contested and uncontested probate matters.
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