Estate & Wealth Transfer Planning

  • Estate planning
  • Estate, Gift and Generation Skipping Transfer ("GST") Tax Planning
  • Intentionally Defective Grantor Trusts ("IDGTs")
  • Irrevocable Life Insurance Trusts ("ILITs")
  • Spousal Limited Access Trusts ("SLATs"
  • Beneficiary Defective Inheritor's Trusts ("BDITs")
  • Modification and Decanting of Irrevocable Trusts
    • Formation and Restructure of Corporations, Partnerships and Limited Liability Companies
  • Business Succession Planning
  • Preparation and Audit of Federal Estate and Gift Tax Returns
  • Estate Administration
  • Prenuptial Agreements
  • Special Needs Trusts

Wealth Transfer Planning Team