Estate Planning


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