Our Personal Client Services team of highly experienced tax,
business and personal services lawyers is dedicated to the needs of
our individual clients, including business executives. We provide
estate and succession law planning services, including trust and
guardianship administration and asset protection. We provide income
tax services with a proactive planning emphasis. We have a long and
successful history assisting clients in Internal Revenue Service
controversies.
Our estate and succession planning team is among the best in
advising our clients on matters related to planning their estates,
gift giving, and the related tax ramifications. With business
clients, we have significant experience in utilizing sophisticated
and efficient techniques to transition company ownership to future
generations or to management with the most estate tax efficient
techniques available, including GRATs, irrevocable insurance
trusts, intentionally defective grantor trusts, and similar
techniques.
We advise executives and companies on a variety of executive
compensation matters, including the structure of taxation of
executive compensation plans, stock option plans, and other
techniques to provide incentives or ownership participation for
executives.
We represent both fiduciaries and beneficiaries inlitigation
involving wills, trusts, powers of attorney or other claims
surrounding individual financial affairs.
Our attorneys have handled over seven hundred adoptions -
comprising domestic, interstate, international, step-parent, and
contested adoptions. We have significant experience in
handling guardianships, both with adults and children.
We assist our clients in minimizing the probate process and
transferring assets in a tax efficient manner to desired
beneficiaries. We counsel clients on personal residences,
gifting for grandchildren and college education; asset protection
techniques, qualified domestic trusts for non-U.S. citizen spouses;
and premarital/antenuptial agreements.