Our attorneys meet with clients and their advisors to develop an estate plan that is consistent with their desires and takes into account current estate tax laws. These changing laws require us to send periodic updates to clients so they stay current with the latest changes and techniques to preserve family wealth. We have extensive experience in:
Advice on charitable techniques to reduce estate taxes including: Charitable Remainder Trusts, Charitable Lead Trusts, and the establishment of a Donor-Advised Fund, Supporting Organization or Private Foundation;
