Creates and structures advanced estate planning strategies, including spousal access trusts, family limited partnerships, and gift trusts.
Represents a multi-generational family with an incapacitated parent in advanced estate planning matters, including creating a family limited partnership, analyzing federal, state and GST exemptions, and preparing complex trust modifications spanning several states.
Represented a high-net-worth client with a $60+ million business in connection with marital planning, including drafting and negotiating a marital agreement with multi-state parties in which the client’s business guaranteed obligations under the marital agreement.
Represents a high-net-worth couple in ongoing estate planning matters, including establishing two SLATs with installment sale transactions.
Experience
Creates and structures advanced estate planning strategies, including spousal access trusts, family limited partnerships, and gift trusts.
Represents a multi-generational family with an incapacitated parent in advanced estate planning matters, including creating a family limited partnership, analyzing federal, state and GST exemptions, and preparing complex trust modifications spanning several states.
Represented a high-net-worth client with a $60+ million business in connection with marital planning, including drafting and negotiating a marital agreement with multi-state parties in which the client’s business guaranteed obligations under the marital agreement.
Represents a high-net-worth couple in ongoing estate planning matters, including establishing two SLATs with installment sale transactions.