For a more in-depth understanding of our work, we have provided a few Representative Matters on our website. Some of these examples demonstrate our ability to handle complex matters while others provide the scope and depth of our capabilities. The list of Representative Matters is not comprehensive of all the work we do. They represent a sampling.
Structured numerous estate plans that minimize estate taxes while retaining flexibility for future changes for clients with assets between $1 million to over a billion.
Counseled numerous clients regarding tax savings strategies through establishment of Grantor Retained Annuity Trusts, Dynasty Trusts, Grantor Trusts, Split Dollar Life Insurance Contracts, Family Limited Partnerships, Trusts for Qualified Plans, Asset Protection Trusts, Trusts for New York State residents to accumulate assets without being subject to New York State or City income taxes, private foundations, operating foundations, foreign trusts, revocable trusts, Qualified Domestic Trusts, Marital Trusts and Insurance Trusts.