The increasing complexity of the tax laws makes it more and more difficult to plan for the accumulation, conservation and disposition of wealth. Married and unmarried individuals, with or without children, must meet the challenges of organizing their affairs to provide for the financial security of their loved ones in a tax-efficient manner that meets the special needs of those individuals.
We assist our clients in the management, protection and transmission of wealth, the succession to control of businesses, and other personal and family concerns. We provide advice on planning for the minimization of transfer and income taxes through gifts, partnerships, trusts, LLCs, installment sales, and other transfers. We draft wills, trusts, powers of attorney, health care instruments and other agreements and documents to implement plans. We also assist clients in the planning and implementation of charitable contributions and enterprises, including the drafting and administration of charitable trusts, split-interest gifts and foundations.
Individuals involved in business must structure their businesses in a way that will both prevent business risks to threaten their accumulated wealth and also allow their businesses to prosper. Relationships with partners and employees must be structured in a manner that will minimize risk, provide mechanisms for resolving disputes and plan for disability and death in a way that will not threaten the continuity of the business but will also provide appropriate compensation for an employee or key business owner who suffers personal misfortune. Finally, plans must be made so that the individual’s assets are disposed of at his or her death in a manner that will minimize the impact of estate and inheritance taxes while providing a secure future for the survivors.
We represent both emerging and established businesses in their most important transactions, from start-up through reorganizations, financings, mergers and acquisitions. We seek to develop long-term relationships with our clients in which our lawyers serve as trusted strategic, as well as legal, advisors.
We work closely with our clients to understand their objectives and to implement plans and strategies to meet those objectives. We have formulated hundreds of business and estate plans designed to meet the particular and specific needs of our clients. We are experienced in dealing with special assets, including family businesses and foreign assets as well as the unique family situations of our domestic and international clients.
As a small law firm, we are unique in our ability to handle the most complex legal matters while providing our clients with close, personal service not often available at larger, less intimate firms. We treat our clients’ matters as our own, exercising the highest degree of judgment, integrity and discretion.
