Our law firm assists clients to attain and keep their wealth through generations. In our time tested view, the most efficient route to attain and maintain wealth is to listen to our clients and learn from their experiences, current situation, and long term goals. It is our holistic understanding of our client's needs that allows us to craft well-reasoned plans for reaching their goals. Each family is unique and therefore each plan must be custom tailored for reaching the goals of wealth transfer through generations to come.
Many people are under the false impression that estate planning is merely the drafting of a document such as a trust or a will. However, successful plans involve much more than static documents. The estate planning documents must be reviewed regularly as laws and circumstances tend to change with time. A successful plan also requires dedication by each family in following and keeping and maintaining the proper formalities.
We can implement the following techniques, as appropriate, for your family:
Succession Planning for Closely Held Businesses, Gifting and Valuation Discounts, Revocable and Irrevocable Trusts, Life Insurance Trusts, Etc.
Our firm has prepared and implemented countless estate plans for high-net-worth individuals, multigenerational families and international clients using a broad range of sophisticated strategies and techniques, such as:
- estate, gift and generation-skipping transfer tax planning
- sophisticated charitable giving
- life insurance planning
- business succession planning
- international taxation
- charitable organizations
- prenuptial and post-nuptial planning
- planning for entrepreneurs