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Recent Transactions
Estate & Tax Planning
- Many estate plans for individuals, usually involving legal estate tax avoidance mechanisms.
- A-B Trusts
- A-B-C Trusts
- Charitable Lead Trusts
- Charitable Remainder Trusts
- Operation of Estate Planning Review Program
- Prenuptial Agreement for business owners
- Equity Sharing Agreements involving residences for employees, officers
- Formation and Maintenance of Private Foundations & Public Charities
- ILIT Trusts
- Workout of defective tax planning
- Life Insurance Trusts
- Intentionally Defective Grantor Trusts
- Revocable and Irrevocable Trusts
- Dynasty Trusts
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