Overview

Our team of estate planning attorneys assists high net worth individuals and families in preserving, managing and transferring wealth — while minimizing the tax on family legacies. We design individually tailored and tax-efficient estate plans for the administration and disposition of your assets in a manner that is sensitive to the complexities of inheritance and family dynamics. Our team is experienced in handling estate and gift tax audits, and we are skilled at negotiating with the Internal Revenue Service (IRS) and other taxing authorities on your behalf. We also provide guidance on asset valuation, protection and growth, and integrate life insurance planning and medical care preparation for a comprehensive estate planning approach.

Insights & Events

Insights
发表文章 March 2025

Charitable Remainder Unitrusts Offer Potentially Valuable Income Tax Deferral Strategies for Some Designated Beneficiaries

The Legal Intelligencer
1 min read  
发表文章 March 2025

Tax-Efficient Distribution Strategies Needed Now for Certain Inherited Retirement Plans

Pennsylvania CPA Journal
1 min read  
发表文章 January 2025

Ideas We Should Borrow: A Legislative Wishlist for NJ Trusts and Estates

1 min read  
发表文章 January 2025

Government, May I Fix My GST Mistake? Regulations Offer Guidance on Generation-Skipping Tax Exemption Allocation Relief

1 min read  
最新 January 2025

2025 Estate Tax Exemptions and Planning Considerations

2025 Federal, Florida, Illinois, Indiana, Minnesota, New Jersey, New York and Pennsylvania Estate Tax Exemptions
7 min read  
媒体报道 December 2024

Angela Fogt Discusses Nonprofit DEI Efforts Post-Students for Fair Admissions With Minnesota Lawyer

2 min read  
发表文章 October 2024

Falling Back in Love With Certain Estate Planning Strategies in a Falling Interest Rate Environment

1 min read  
发表文章 July 2024

Key to Transferring the Garden: Review of NY’s 2024 Transfer-on-Death Deed Law Provides Model for Pa., NJ

The Legal Intelligencer
1 min read  
发表文章 June 2024

Converting Trust Elections for S Corporation Stock

1 min read  
发表文章 June 2024

Breaking Up Is Hard To Do: Divorce Risk and Spousal Lifetime Access Trust Planning

2 min read  

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