There is more to estate and personal tax planning than simply drafting a will. Careful planning strategies can minimize exposure to income, estate, gift and generation-skipping taxes.
Our attorneys have years of experience in working one-on-one with clients to develop an estate plan that fits the unique needs of each client. The Private Clients Group uses its knowledge of the laws governing asset transfer to create a plan that achieves the client's goals for the disposition of his or her property -- and does so in as tax-efficient a manner as possible. This careful planning may involve implementation of a program of tax-effective giving to family members, the establishment of a plan of succession for a family business, or use of charitable giving techniques such as charitable trusts or private foundations. Through its understanding of estate, retirement and business planning, the Private Clients Group assists clients planning for estates of all sizes and levels of complexity.