In the complex realm of estates, trusts and financial planning, you need a steady hand who can deal with both the tax and the non-tax issues involved in asset transfer. Our attorneys conduct planning and drafting of wills, trusts and other estate documents, Estate planning with closely held businesses and significant investment assets, Administration of estates and trusts, Representation of charitable, non-profit and other tax-exempt entities, Representation in tax controversies, Representation in will contests and other related court disputes; and Estate planning and drafting of wills, trusts, and family partnerships. The drafting projects are typically sophisticated when the family's estate situation is complex, and may include preparation of wills, establishment of various trusts, formation of family limited partnerships and limited liability companies, execution of powers of attorney, and anticipation of long-term health decisions using advance health care directives. Lawyers work closely with the other groups within the firm to structure and execute tax-efficient transfers of family and closely held business and other special assets. The firm counsels clients in planning for business succession within closely held family-owned companies. The Firm’s representation of multi-generational family groups requires lawyers also to maintain an expertise in the latest available tax planning and wealth preservation techniques.

Contacts:  

• Albert G. Lewis II