Estate Planning

Our Estate Planning Department specializes in developing estate plans which help our clients achieve maximum savings in income, estate, gift, and generation-skipping transfer taxes. We handle the traditional aspects of personal estate planning, such as the preparation of revocable trusts, wills, and irrevocable trusts. In addition, we work closely with our clients to plan for the succession of family businesses and wealth among generations in a tax efficient manner. We analyze and implement the latest techniques to reduce estate and gift taxes and preserve our clients’ wealth, including limited liability business entities such as family limited partnerships and limited liability companies, GRATS, and charitable remainder and lead trusts.

Our Estate Planning Department constantly monitors the latest developments in both tax and non-tax laws affecting our clients. We advise our clients on the income, gift, and estate tax consequences of charitable gifts. We handle the negotiation and preparation of marital agreements and provide asset protection planning for individuals. We represent fiduciaries and beneficiaries in court and mediation to settle disputes that arise during administration of a trust or estate.

Jack Bovay, Star M. Sansone, Marynelle Hardee

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