Estate Planning and Administration

Our Estate Planning and Administration Department has over 25 years experience handling planning and administration of large and small estates.

Typical services provided in estate planning

  • Structuring assets to minimize estate taxes
  • Marital deductions
  • Generation skipping
  • Use of irrevocable insurance trusts to minimize estate taxes and provide estate liquidity
  • Charitable and other gifts, including creation of private foundations, unitrust and annuity trusts
  • Estate and gift taxation and income taxation of estates, trusts and beneficiaries
  • Use of disclaimers