Domestic Relations Planning and Counseling
- Preparation of prenuptial and post-nuptial agreements, including asset protection planning for couples
- Contracts and planning for unmarried cohabitants
- Income, gift and estate planning and other counseling for property divisions and financial settlements related to divorce, separation and termination of domestic partnerships
- Matrimonial disputes, typically resolved without litigation, but can be pursued through mediation, trial and appeal, if necessary
Charitable Planning
(Includes private foundations, supporting organizations, split-interest trusts, charitable institution endowments and contributions)
- Creation of philanthropy entities
- Trusts for income, estate and gift tax reduction
- Large wealth transfers to established institutions, ensuring that donor wishes are carried out
- Tax, business and regulatory advice to not-for-profit institutions
Family Income Tax Planning
- Structures and transactions that minimize the impact of federal and local income taxes
Family Partnerships and Limited Liability Companies
- Creation of entities that provide control of transferred wealth, protect assets and reduce gift and estate taxes
General Personal Representation
- Litigation
- Insurance claims
- Acquisition and disposition of investments
- Criminal and regulatory matters
Gifts
- Counseling regarding lifetime transfers to individuals, including gift tax and income tax issues
Incapacity Planning
- Documents that deal with loss of capacity in order to avoid court supervision and resulting publicity
Probate
- Court-supervised administration of property following death
- Will and trust litigation and contests
- Court-supervised revision of estate planning documents and transfers by an incapacitated person—estate planning using "Substituted Judgment"
- Resolution of conflicting claims of a surviving spouse and the children of a previous marriage and other claimants
Trust Establishment and Administration
- Creation of trust documents that support tax planning and wealth preservation, conservation and management
- Management and sale (where appropriate) of complicated business holdings, art, collectibles, intellectual property and other potentially complicated assets
- Devising strategies for post-mortem tax planning
- Assisting newly wealthy and sometimes financially unsophisticated heirs in learning how to manage wealth wisely and effectively
Wills and Living Trusts
- Sophisticated documents dealing with the administration of wealth in the event of incapacity or death
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