Drafting comprehensive estate plans, including business and succession planning, tax planning, and integration with family trusts and other complex matters.
Planning and implementing tax and wealth-preservation strategies for high-net-worth individuals and family businesses, including the use of trusts, charitable gifting, and life insurance policies to optimize estate tax savings.
Guiding executors and administrators through the estate administration process, including grants of probate and administration, liquidating and distributing assets, creditor protection, tax matters, and resolving disputes amongst beneficiaries.
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