Our Advanced Estate Planning practice caters to the legal needs of business owners, corporate executives, high net worth individuals, and multiple generations of their families. We have great depth of experience advising clients in estate and gift tax planning, business succession planning, business growth, exit planning and asset protection needs.
- Wealth Transfer Planning - Including all aspects of federal and state estate, gift, generation-skipping, and income taxes.
- Business Owner Growth and Exit Planning
- Business Succession Planning
- Asset Protection Strategies - Including Domestic Asset Protection Trusts (DAPTs), Hybrid DAPTS and our unique Family Island Bank Trusts
- Charitable Gift Planning - Such as Charitable Trusts, Private Foundation formation and operation, Conservation Easements and Advanced Charitable Planning
- Retirement Counseling
- Matrimonial Matters
- Providing advice regarding tax issues and corporate matters that are specific to owners of real estate properties and closely-held businesses, as well as executives of public companies
- Community Builder + Zero-Out Tax Planning
- Business Continuity Trusts, Legacy Builder Planning, Family Bank Trusts
- Wealth Transfer Planning - Including all aspects of federal and state estate, gift, generation-skipping, and income taxes.
- Business Owner Growth and Exit Planning
- Business Succession Planning
- Asset Protection Strategies - Including Domestic Asset Protection Trusts (DAPTs), Hybrid DAPTS and our unique Family Island Bank Trusts
- Charitable Gift Planning - Such as Charitable Trusts, Private Foundation formation and operation, Conservation Easements and Advanced Charitable Planning
- Retirement Counseling
- Matrimonial Matters
- Providing advice regarding tax issues and corporate matters that are specific to owners of real estate properties and closely-held businesses, as well as executives of public companies
- Community Builder + Zero-Out Tax Planning
- Business Continuity Trusts, Legacy Builder Planning, Family Bank Trusts
