Personal Services Providers

PERSONAL SERVICES AND ESTATE PLANNING

Protecting and preserving your assets is a very personal matter, and  one that is often very complicated as well. That is why the guidance of a trusted legal advisor is so critical. Our Personal Services and Estate Planning practice group has assisted countless clients in implementing effective strategies, advising in the preparation of wills and trusts, as well as in estate administration and gift planning for the preservation of family businesses and wealth, and providing advice on related tax matters. We also advise our institutional clients on significant charitable gifts and the structuring of such gifts. On some matters, the group’s attorneys may draw upon the special experience of the Tax or Discharge Planning, Patient Rights and Elder Law attorneys, as well.
We advise our clients in the following representative areas:
  • Estate planning, including the preparation of wills, and revocable and irrevocable trusts
  • Proper asset structuring to take advantage of tax saving opportunities
  • Retirement plans, distribution calculations, and beneficiary designations
  • Family limited partnerships
  • Preservation of family assets through generational planning (“generation-skipping”)
  • Qualified personal residence trusts
  • Gift planning techniques
  • Practice and business succession issues
  • Charitable giving techniques, including charitable trusts and creation of private foundations
  • Advanced tax planning
  • Planning with highly appreciated assets
  • Insurance trusts
  • Asset protection trust