Estate Planning
We draft, implement, and oversee estate plans, from the simplest wills to the most sophisticated tax-advantaged estate planning devices, such as family limited partnerships, grantor-retained annuity trusts, qualified personal residence trusts, and installment sales to grantor trusts. We implement family foundations, charitable remainder trusts, charitable lead trusts, and other innovative charitable planning techniques. Much of our practice consists of marital deduction planning and family succession planning for family wealth and family businesses. We also specialize in estate planning for gay and lesbian couples.
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