Estate, Gift and Tax Planning

Estate, gift and tax planning involves both a science and an art – the science of analyzing technical tax issues and coming up with innovative solutions, and the art of understanding and balancing family dynamics and designing a plan that provides for an appropriate level of flexibility that will stand the test of time. We have planned the estates of high net worth individuals, entrepreneurs, closely held business owners, venture capitalists, private and public company executives, and entertainment and other public figures.

Our estate, gift and tax planning services include the following:

  • Drafting basic estate planning documents including wills, trusts, powers of attorney, and advance health care directives
  • Creating and designing irrevocable trusts such as gift trusts for children, multigenerational trusts for descendants, qualified personal residence trusts, grantor retained annuity trusts
  • Coordinating with financial advisors on intergenerational life insurance planning and diversification of concentrated stock portfolios
  • Establishing family limited partnerships and limited liability companies for tax and privacy purposes
  • Planning to minimize income, estate, gift and generation-skipping transfer tax