Estate Planning For Larger Estates

Our lawyers have particular experience in preserving assets for wealthy families through estate planning. Unlike most people, individuals with significant wealth are subject to state and federal estate taxes upon death. Without proper planning, taxes can consume a large portion of an individual’s wealth after death, leaving heirs with much less than the deceased intended.

Our lawyers counsel and represent clients with significant assets throughout the United States. We provide estate planning services designed to preserve wealth both before and after death. To develop comprehensive plans that match our clients’ goals and circumstances, we consult with professionals in fields such as taxation, real estate, business valuation, securities and in any other area relevant to our clients’ situations.

Designing Estate Plans for Each Client

We develop estate planning solutions specifically designed for our clients’ needs and circumstances. This often means employing mechanisms such as multigenerational trusts, family limited partnerships and corporations. Other strategies can include gifting, charitable trusts and pre- or postnuptial agreements. Most large estates benefit from using multiple strategies. Our attorneys are well versed in the options available to the wealthy.

Some of our clients possess estates in excess of $100 million in value. Estates of this size can benefit from the creation or reorganization of multiple, multigenerational trusts, partnerships and corporations.