ESTATE
PLANNING & ADMINISTRATION
Our
Estate Planning & Administration practice involves all aspects of
wills and trusts; estate, gift and income tax planning; as well as asset
protection, estate settlement and trust administration. Our clients
include individuals, families, entrepreneurs and fiduciaries.
We
advise our clients on structuring plans which provide for the lifetime
and postmortem transfer and management of assets. This planning process
typically involves an analysis of the income tax, gift tax, and estate
tax consequences of various transfers. Planning is especially important
when a closely-held business or family real estate holdings are involved,
so that liquidation is not required to pay the estate tax. Minor children
and the possibility of long-term care needs are also critical to consider.
We design creative, effective plans and draft the appropriate documentation
to implement them. In addition, we serve as executors and trustees for
our clients, providing a professional counterpart to a family member
in the role of fiduciary.
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Michael J. Starr, Head of Estate Practice >>
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Other
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