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Estate & Wealth Planning

You have spent a long time building your wealth. Whether modest or grand, the protection and distribution of your wealth after death can be a complicated and potentially expensive matter.

We are dedicated to preserving the legacy you have worked so hard to create. During life, we will help you establish estate and lifetime gifting plans that balance your goals while meeting the needs of your various beneficiaries and keeping tax efficiency always in mind. Following death, we assist fiduciaries in administering the estate and trust with tax compliance in mind to ensure that your wishes are respected.

Our estate and wealth planners are skilled and creative attorneys. We have extensive experience in family business succession planning, probate and trust administration and litigation, guardianships and conservatorships, family office planning, post mortem wealth and tax planning, retirement planning, and charitable giving strategies.

We partner with our colleagues in Jaffe’s Tax, Corporate, Real Estate, and Family Law practice groups to form personalized, essential wealth preservation and transfer strategy. Our cross-disciplinary expertise is the ideal estate planning solution for individuals, entrepreneurs, and multi-generational family businesses. We appreciate how important it is to you to make the right arrangements now to ensure that your wealth – and your loved ones – are cared for into the future. Being your trusted advisor and partner is integral to the service we provide.

Service Index

  • Wills
  • Revocable and Irrevocable Trusts
  • General Durable and Health Care Powers of Attorney
  • Specialized Trusts—Life Insurance, Special Needs, Charitable, Grantor Retained Annuity and Personal Residence Trusts
  • Family Partnerships and LLCs
  • Family Business Succession Planning
  • Digital Asset Planning
  • Asset Protection
  • Fiduciary Compliance
  • Prenuptial Agreements
  • Private Foundations and Donor Advised Funds
  • Decedents’ Estates
  • Trust Administration
  • Tax Services—Estate and Gift Tax Returns, Trust Accountings, Audits
  • Conservatorships
  • Guardianships
  • Elder Law

Estate & Wealth Planning

Estate & Wealth Planning

News & Representative Matters

October 21, 2020

Estate Planning Awareness Week – Update #3

In light of the Tax Court’s recent decisions, it is imperative that you review existing FLP structures to assess whether a transferor possesses any control (exercisable either alone or in conjunction with others) that might trigger estate tax inclusion. A number of strategies may mitigate the potential risks.

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October 20, 2020

Estate Planning Awareness Week – Update #2

For income tax purposes, a Gift DAPT is treated as a grantor trust during the grantor’s lifetime. That means that the grantor is liable for all income taxes on trust income regardless of the actual amount distributed to him or her. However, the trust agreement can allow the trustee discretion to reimburse the grantor for ...

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October 20, 2020

National Estate Planning Awareness Week

The lifetime exemption amount is scheduled to remain in effect until December 31, 2025 when it reduces to $5.49 million per individual and $10.98 million per married couple. However, due to the economic pressures created by the pandemic, it appears likely that reductions in the lifetime exemption amounts may occur earlier and be larger than ...

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