| Biography |
We specialize in sophisticated estate planning services. Our clients are high-net-worth individuals and business owners from a variety of industries, including real estate, arts and entertainment, law, medicine, and financial services. We expertly serve a domestic and overseas clientele from a wide range of asset levels and backgrounds.
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| Services |
Examples of typical services we provide:Estate Planning “Basic” Documents:- Health Care Proxy- Power of Attorney- Wills- Revocable Living Trusts (RLT)Examples of specific tax and estate planning documents:- Intentionally Defective Grantor Trust (IDGT)- Charitable Remainder Trust (CRT)- Qualified Personal Residence Trusts (QPRT)- Buy/Sell Agreements (for business owners)- Irrevocable Life Insurance Trust (ILIT)- Grantor Retained Annuity Trust (GRAT)- Spousal Lifetime Access Trusts (SLAT)- Various types of asset protection trusts in multiple jurisdictions
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Legal