We provide comprehensive legal counsel to both domestic and international clients, addressing a wide array of legal needs. Our expertise encompasses:
- Estate and Tax Planning: We offer sophisticated strategies for estate and tax planning, ensuring the preservation and efficient transfer of wealth. Our services include drafting wills and trusts, planning for charitable giving, and advising on the implications of local and state tax laws.
- Business Succession Planning: We assist business owners in developing succession plans that ensure the smooth transition of business ownership and management. This includes structuring buy-sell agreements, advising on family business governance, and planning for the tax-efficient transfer of business interests.
- Litigated Surrogate’s Court Cases: Our firm represents clients in contested matters before the Surrogate’s Court, including will contests, fiduciary disputes, and other probate litigation. We provide robust advocacy to protect our clients’ interests in these often complex and sensitive cases.
- Trust and Estate Administration: We guide fiduciaries through the administration of trusts and estates, ensuring compliance with legal requirements and the efficient distribution of assets. Our services include preparing and filing necessary tax returns, managing estate assets, and resolving any disputes that arise during the administration process.
- Lifetime Transfers of Wealth: We advise clients on the strategic transfer of wealth during their lifetime, utilizing techniques such as gifting, grantor retained annuity trusts (GRATs), and family limited partnerships (FLPs) to minimize tax liabilities and achieve their financial goals.
- Private Foundations: We assist clients in establishing and managing private foundations, providing guidance on regulatory compliance, governance, and charitable giving strategies to maximize the impact of their philanthropic efforts.
Additionally, we handle a broad spectrum of tax-related issues for our clients, including representing them in controversies with the RRA, URA, the IRS and other taxing authorities. Our tax controversy services include negotiating settlements, representing clients in audits and appeals, and litigating tax disputes in local and state courts.