Estate, Gift, & Income Tax Planning
Our attorneys provide sophisticated estate, gift, generation-skipping transfer (GST), and income tax planning for domestic and international high-net-worth individuals, families, family offices, and institutional clients. We advise clients on the strategic preservation and transfer of wealth, integrating deep technical tax knowledge with practical insight into family goals and intergenerational planning.
Our estate planning services help clients preserve and transfer wealth efficiently, using strategies that reflect both the latest developments in tax law and the unique goals of each family. We design plans that integrate trusts, valuation approaches, and coordinated asset transfers to reduce estate tax exposure while ensuring clarity and continuity. The result is a practical, lasting framework for protecting our clients’ legacies.
We also provide guidance through the process of making lifetime gifts in ways that are both tax-efficient and personally meaningful. Our gift tax planning strategies incorporate annual exclusions, lifetime exemptions, and creative trust arrangements that are optimized from a tax perspective while still maintaining flexibility. We focus on aligning tax savings with broader financial and family objectives, making each transfer purposeful and well-timed.
Our GST tax planning helps families pass wealth to grandchildren and future generations with minimal additional tax cost. We create structures that fully utilize exemptions and other planning opportunities while remaining adaptable to changing circumstances. We also help modernize and streamline legacy trusts that may need refreshing. Our approach safeguards family legacies, ensuring multigenerational wealth continues to grow and benefit the family for years to come.
In addition, we provide comprehensive income tax strategies that support overall financial and estate plans, helping clients manage their current and future tax burdens. From income deferral and strategic deductions to entity structuring and qualified small business stock planning, we offer clear, actionable solutions tailored to each client’s circumstances. Our goal is to turn complex rules into practical steps that fit seamlessly into the broader financial picture.
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