Overview
Transferring wealth can involve a dizzying array of laws, regulations and competing considerations, but at its core, it's about people — you, your loved ones and your legacy. Our multipronged strategies help keep families and their businesses thriving today and for generations to come.
An integrated approach to wealth preservation
Named 2018's "Law Firm of the Year in Trusts and Estates Law" by U.S. News, we unite three essential components — planning, administration and litigation — on the local, national and international levels. Since our tax planners also oversee the administration of estates, trusts and other structures, we anticipate real-life problems and create workable solutions, changing tactics when necessary. Because litigation is within our scope, we know the hot buttons for conflict and can help you avoid or quickly resolve controversies.
We use sophisticated strategies to help entrepreneurs, corporate executives, investors, philanthropists, professionals and creative artists integrate personal and business goals. Clients come to us to:
- Structure trusts and inheritances for spouses, partners, children and grandchildren
- Avoid probate problems
- Protect assets from predators
- Optimize taxes
- Plan for and implement business succession
- Plan for and implement philanthropy
- Plan for residency changes
- Administer complex estates
- Navigate multi-jurisdictional tax and nontax issues for global families
- Resolve family conflicts, estate and trust disputes, and controversies with taxing and regulatory authorities, including the IRS and attorneys general
We also work with beneficiaries, trustees, financial institutions, nonprofits and others involved in the administration of estates, trusts and other structures.
"[T]he team can offer clients 'an intellectual, very unique, human and practical touch.'"
Chambers HNW 2018
(New York, Private Wealth Disputes) survey response
Experience
Insights
-
News | December 3, 2019
-
Publication | November 25, 2019
-
Event | November 13, 2019
-
News | November 11, 2019
-
Event | November 11, 2019