- Divorce
- Limited Liability CompaniesCreditor protection – we advise clients on ways they can safely protect assets from dissipation by creditors including asset protection trusts, limited liability companies and limited partnerships, titling of assets and insurance planning
- Estate PlanningProviding individuals and their families sophisticated estate planning advice, with the personal service and convenience of a small, specialized firm.
- WillsDispute resolution – including advice about aid and guidance court proceedings, will contests, and actions to remove and appoint executors
- TrustsIn Smaldino v. Commissioner, the Tax Court ruled that a husband’s transfer of a 41% membership interest in a limited liability company to his wife (which would not have been a taxable gift) was instead a taxable gift by the husband to an irrevocable trust.
- Power of Attorney
- Probate
- Tax LawMany of our clients created their wealth through closely-held businesses, which often raises unique issues when it comes to their estate and tax planning. We regularly assist our clients in planning for the smooth transition of their business, whether during life or at death, in a manner that is both tax-efficient and consistent with their business and personal objectives.