Estate Planning. From those who are just beginning their financial and family wealth planning, to those who are contemplating retirement or the disposition of their business interests, we counsel our clients through all aspects of estate planning. We tailor their estate plans by developing and implementing sophisticated planning techniques to help them achieve their unique personal, business, and tax‑related goals.
We also have special expertise in estate planning for persons in the entertainment industry, as well as owners of closely-held businesses. In addition, we have extensive experience in international planning for U.S. and non-U.S. citizens with multi-national holdings, and counseling non-nuclear and multi-generation families.
Business Succession Planning. We regularly advise our clients in planning for the orderly transfer of management and ownership of their family businesses. We have deep experience addressing the mixture of business and personal objectives facing founding business owners, minority shareholders, and succeeding generations.
Matrimonial Planning. Our practice includes representation of clients in sophisticated prenuptial agreements and postnuptial agreements. Because of our expertise in estate planning, tax matters, and business law, we are able to structure these agreements in a more comprehensive manner than a traditional family law attorney.
Charitable Giving. We also regularly advise our clients in connection with their charitable goals, using private foundations, public charities, split interest trusts, and direct giving to charitable institutions.