Estate Planning and Administration Highlights

  • Since 2011, sophisticated estate planning for over a dozen local, high net worth families. Such services included the recapitalization of controlling and non-controlling business interests, trusts, insurance and GST planning.
  • In 2013 we served as lead counsel on the administration of a complex estate which included numerous business interests. Services included the preparation and filing of a voluminous 706 Estate Tax Return within 9 months of date of death that was approved by the IRS with no audit.

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