Tax, Trusts, and Estates Group

Our group deploys an in-house, integrative approach to tax planning for high net worth and ultra-high net worth individuals, directly handling both the income tax and transfer tax components of a client’s estate plan.  We regularly assist business owners, professionals, and their families with individual tax planning, sophisticated estate planning, and the administration of complex estates and trusts.

Estate and Succession Planning

Our attorneys deliver meticulously crafted documents creating a meaningful legacy for future generations. Our business clients benefit from the group’s know-how to smoothly transition company operation and ownership to future generations.

Wealth Transfer and Protection

We craft elegant plans benefiting spouses and younger generations in a straightforward, understandable manner. Our attorneys offer clients unique lifetime solutions to wealth transfer issues, including dynasty trust planning, personal residence trusts, gifting and college education solutions, life insurance planning, asset protection, self-settled trusts, and international tax matters.

Executive Compensation

We advise executives and companies on a variety of compensation matters, including the taxation of compensation plans, stock option plans, and other performance-based compensation and equity grants.

Fiduciary Litigation

We represent fiduciaries in complex litigation including surcharge actions, will and trust contest matters, and fiduciary duty matters. Our group is also experienced nationwide in drafting Special Needs Trusts and obtaining court approval of plaintiff injury settlements.

Income Tax and Tax Controversy

Staff accountants work closely with our attorneys to prepare annual income tax returns, federal estate tax returns, state inheritance tax returns, and a wide array of other tax forms to carry out our tax and estate planning. We have a long and successful history defending tax controversies, including audit and reassessment, failure to file or pay, foreign financial asset reporting, and estate and gift tax cases.