We represent high net worth individuals, including professionals, executives, investors, entrepreneurs, artists, farmers and ranchers, and business owners. Our clients have a wide array of assets, business interests and personal and family priorities. We work with each client to provide tailored solutions that bring together divergent interests, eliminate administrative hassles and minimize tax liability.
We provide counsel on:
- Estate planning
- Estate and trust administration
- Personal income, business, gift and estate tax planning
- Business succession planning
- International estate planning and estate administration
- Charitable giving and philanthropic planning
- Fiduciary litigation, including will and trust contests and claim disputes
Estate Planning and Wealth Transfer Strategy
We provide lifelong estate planning and management focused on strategies to maximize wealth transfer and minimize tax liability. This starts with thorough understanding of our clients’ objectives and goals. As we develop wealth transfer solutions, we consider a full range of strategies, such as business succession planning, establishment of trusts or creation of planned giving vehicles.
International Estate Planning
We advise U.S. citizens with business or personal interests abroad and citizens of other nations who have business or personal assets in the U.S. Both situations can involve complex and specialized tax matters, unique community property and asset protection issues, and other compliance matters. We have experience with estate planning for citizens and noncitizens with assets spanning multiple jurisdictions, reporting of foreign bank and financial accounts, estate and gift taxation of noncitizens, and reporting obligations related to foreign trusts.
Our team has extensive experience matching philanthropic goals and priorities with tax and financial planning strategies. This involves thorough discussion to develop a giving plan that aligns with the overall estate plan. We create and provide guidance to private foundations and assist with the creation of donor advised funds. We draft and fund charitable remainder trusts, charitable lead trusts and similar split interest gifts.
Business Succession Planning
Planning for the future of a family or closely-held business is a complicated endeavor requiring a trusted advisor who appreciates the sensitivities surrounding succession planning. We work with business owners across industries to assist with succession planning in a way that is designed to achieve current and future business goals.