Trust, Estate & Gift Tax Planning

The firm has particular experience in administrating trusts and preparing estate tax and fiduciary income tax returns. We counsel our clients and their fiduciaries on funding, distribution and termination issues. Our attorneys develop favorable tax planning techniques for high net worth families and their businesses. The resources within our estate planning, tax and transactional practices allow us to further client objectives in selecting the form of entities and jurisdiction of formation for transactions. Tax planning is also an important aspect of philanthropy and we are skilled in developing the proper trust or other structures to meet tax objectives.

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