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
include:

  • 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