Practice Areas
Estate and Trust Tax Planning for Individuals and Businesses
We are dedicated to providing the most up-to-date planning alternatives
and techniques to efficiently maintain and transfer wealth, and to
minimize the impact of income, gift, estate and generation-skipping
transfer taxes consequences to our clients and their families. We
represent US as well as Non-US citizens, living in the United States or
abroad, making sure their plan is effective across borders.
As we understand that each individual's needs and
objectives differ, we emphasize a personal approach and a careful
analysis of each client's overall situation. We accordingly draft the
documents that will meet those needs and carry out those objectives.
Implementation of the estate plan, through follow-ups, funding, and
reviews, is a crucial part of our process.
We use standard techniques such as simple and complex
revocable living trusts, wills, durable powers of attorney, health care
directives, and irrevocable trusts, as well as more sophisticated tools
and techniques.
Asset Protection
We have extensive experience and expertise in creating asset protection trusts as well as limited liability entities to protect our clients' wealth.
Trust Administration
We assist you through the administration of trusts, including but not limited to, the set up of survivor trust, bypass trust and marital trust, the dress up of inventory, the allocation of assets, and the distribution to beneficiaries. We also handle issues that may require court action.
Probate
We assist our clients through the challenges of probate, which is the
legal process by which title of property is transferred from the
decedent's estate to his/her beneficiaries or heirs. Our guidance
encompasses the entire process, from the opening of the probate, until
the final distribution to the beneficiaries or heirs.
Our practice also extends to providing assistance with
tools and techniques geared towards avoidance of full probate when
applicable.
Corporate Law
We offer sophisticated and efficient business legal services. Certain business law aspects that we handle include the formation of corporations, limited liability companies, series LLCs, general partnerships, limited partnerships, and limited liability partnerships.