ESTATE PLANNING, WEALTH TRANSFER & BUSINESS SUCCESSION
My Estate Planning, Wealth Transfer and Business Succession Practice concentrates in both the personal and tax aspects of estate planning, family wealth transmission, business succession and marital property issues.
Often included are the following:
Preparation of wills, trusts and related estate planning documents
Wealth preservation techniques, including irrevocable trusts, gift planning and programs
Estate, gift and generation skipping transfer tax planning
Business succession planning for businesses owned by family members
Family Limited Partnerships
Asset preservation planning including planning alternatives for protecting the assets of the aged and disabled, including special needs trusts, and powers of attorney
Medicare/Medicaid Planning
Income taxation of estates and trusts
Preparation of estate tax returns
Life insurance planning
Premarital and post-marital agreements
Charitable Contributions including use of Charitable Trusts
Wealth Transfer and Business Succession
My practice in this area is often concentrated on the transfer of wealth from one generation to another. In addition to employing traditional estate and gift tax planning strategies I utilize more sophisticated techniques to minimize transfer taxes including:
Intra-family buy sell agreements
Corporate recapitalizations
Grantor retained annuity trusts
Self canceling installment notes
Family limited partnerships
Defective trusts
Charitable lead and remainder trusts
Irrevocable life insurance trusts
Qualified personal residence trusts
Disclaimer planning
