Estate Planning

Our estate planning lawyers are experienced in dealing with domestic and international gift, estate and generation-skipping tax issues, planning for retirement benefits, life insurance planning, multijurisdictional issues, and planning for charitable giving.

By structuring and implementing various estate planning techniques, we work with our clients to obtain the maximum estate and gift tax savings. We also represent non-U.S. residents who may potentially be subject to the U.S. transfer tax, and with U.S. citizens living abroad to address cross-border estate and tax issues.

We are experienced in addressing the unique estate and gift tax issues that confront owners of closely held businesses. Our attorneys effectively integrate our clients' family and business needs in devising an individualized estate and business succession plan, using such tools as wills, trusts, marital agreements, buy-sell agreements, and family limited partnerships and limited liability companies.

  • Completed estate planning for a client with more than $2 billion in assets.
  • Coordinated estate plans for a U.S. citizen domiciled in England, including the client’s assets in both jurisdictions.
  • Completed estate plans for families having one or more members as non-U.S. citizens employed at the United Nations.
  • Preserved open space along Long Island Sound through the use of conservation easements.

Overview

Our estate planning lawyers are experienced in dealing with domestic and international gift, estate and generation-skipping tax issues, planning for retirement benefits, life insurance planning, multijurisdictional issues, and planning for charitable giving.

By structuring and implementing various estate planning techniques, we work with our clients to obtain the maximum estate and gift tax savings. We also represent non-U.S. residents who may potentially be subject to the U.S. transfer tax, and with U.S. citizens living abroad to address cross-border estate and tax issues.

We are experienced in addressing the unique estate and gift tax issues that confront owners of closely held businesses. Our attorneys effectively integrate our clients' family and business needs in devising an individualized estate and business succession plan, using such tools as wills, trusts, marital agreements, buy-sell agreements, and family limited partnerships and limited liability companies.

Representative Matters

  • Completed estate planning for a client with more than $2 billion in assets.
  • Coordinated estate plans for a U.S. citizen domiciled in England, including the client’s assets in both jurisdictions.
  • Completed estate plans for families having one or more members as non-U.S. citizens employed at the United Nations.
  • Preserved open space along Long Island Sound through the use of conservation easements.

Contacts