We provide expert advice in all aspects of tax planning for the local businessperson and entrepreneur, real estate investor, and highly compensated individual, as well as a full range of estate and gift tax consultation and planning. When advising clients on the design and implementation of an appropriate estate plan, consideration is given to each client's desires and goals in light of his or her financial and personal family situation, and the impact of business and taxation issues. The Firm has extensive expertise in structuring, implementing and administering:

• Revocable (or "Living") Trusts and Wills

• Gifts and Sales to Intentionally Defective Grantor Trusts (“IDGTs”)

• Grantor Retained Annuity Trusts (“GRATs”)

• Spousal Lifetime Access Trusts (“SLATs”)

• Irrevocable Life Insurance Trusts (“ILITs”)

• Charitable Lead Trusts (“CLTs”) and Charitable Remainder Trusts (“CRTs”)

• Qualified Personal Residence Trusts (“QPRTs”)

• Dynasty Trusts 

• Family Limited Partnerships and Limited Liability Companies

• Intra-Family Loans and Financing Arrangements

• Non-Profits (including Private Foundations, Private Operating Foundations, Schools and Public Charities)