Estate Planning and Settlement

• Represents a broad spectrum of clients ranging from high net worth individuals to young professionals, advising on estate plans designed to effectively distribute assets, minimize taxation and avoid probate.
• Counsels high net worth individuals and their families on tax sensitive planning techniques including irrevocable life insurance trusts (ILITs), grantor retained annuity trusts (GRATs), “intentionally defective” grantor trusts, spousal limited access trusts (SLATs) and charitable remainder trusts (CRTs).
• Assists clients in integrating real property, business interests, retirement plans and heirloom assets into estate plans.
• Builds estate plans to effectively navigate the complexities of second marriage situations, children from prior relationships and special needs beneficiaries.

Family Business Succession Planning

• Develops plans to transfer ownership of family businesses to next generation owners on a tax-advantaged basis using techniques such as grantor retained annuity trusts and sales to grantor trusts.
• Counsels families on strategies to effectively transition management to successive generations while retaining key nonfamily employees.
• Assist families in integrating family values and culture into complex plans.

General Business Law

• Represents closely held businesses in determining proper entity selection, formation, ongoing operations and succession planning.
• Drafts business agreements, including operating agreements, shareholder agreements, buy-sell agreements, stock redemption agreements, employment agreements, non-compete agreements, nondisclosure agreements and leases.
• Negotiates and structures business transactions, including the drafting of documents to memorialize equity or asset purchases, financing and security.