The Firm has extensive knowledge of personal tax planning, tax planning for life insurance and charitable trusts, estate tax motivated partnership and asset planning, restructuring and estate administration.
General estate planning includes minimizing the costs of transferring assets to heirs and beneficiaries. Such costs include federal estate taxes and state inheritance taxes. The Firm assists in the transfer of assets to the intended beneficiaries. When probate is required, the Firm prepares the necessary court filings and obtains the appointment of the executor or administrator of the estate. Claims are filed, assets and accountings are prepared, and appraisals are obtained.
For clients of modest means who are concerned about nursing home costs or those with family members having special needs, the Firm counsels and drafts appropriate documents to preserve assets and dignity as well as eligibility for government assistance.
Our Estate Planning group advises clients in all areas related to asset protection and wealth transfer, including:

• Estate planning and administration, including the drafting of wills and revocable and irrevocable trusts
• Asset protection utilizing gift planning, spousal transfers, offshore trusts, family limited partnerships
• Asset transfers to heirs and/or beneficiaries
• Business and practice succession issues
• Taxation issues, including personal tax planning, tax planning for life insurance and charitable trusts, estate tax motivated partnership
• Pension and Retirement Plans