PRACTICE INCLUDES:
Helping business owners, executives, professionals, couples, and individuals to design wealth transfer and succession plans that minimize gift, estate, inheritance and generation-skipping taxes;
Preparing pre- and post-marital property agreements addressing community and separate property issues and potential claims;
Advising fiduciaries regarding duties and potential liabilities;
Establishing family limited partnerships and limited liability companies, and providing ongoing legal advice to support their administrations;
Working with business owners to create management and ownership succession plans;
Facilitating lifetime and testamentary charitable giving;
Devising strategies to fund the costs of education for family members and to assist them during their formative years;
Coordinating and conducting family meetings with the appropriate business advisors to facilitate wealth education among family members and to provide a forum for informed discussion of wealth management;
Counseling clients on medical and health care arrangements for themselves and family members;
Handling will contests, will construction suits, trust litigation, and other disputes involving fiduciaries and beneficiaries;
Representing clients in connection with contested and uncontested estate administration.
Practice also includes serving as the “family office” for the CEO of a Fortune 500 Company
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