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Experience

Estate Planning for Families of Wealth

We have represented business owners, physicians, dentists and other high-net-worth individuals for their estate planning needs, including: • Tax planning (income, gift and estate) for families of wealth.• Asset protection. • Planning for large retirement plans or other income-taxable assets.• Gift and estate tax litigation. • Implementing gift trusts and family limited liability companies to maintain family ownership of heirloom assets. • Developing plans to transfer ownership of family businesses to next-generation owners on a tax-advantaged basis. • Drafting prenuptial agreements to protect family businesses, heirloom assets and wealth. • Creating estate tax planning for non-US citizens and resident aliens.