• Wills and Trusts of all types for U.S. citizens and permanent residents
    • Planning to preserve and optimize the use of federal and state transfer tax exemptions (Estate, Gift, and Generation-Skipping Transfer)
      • Credit Shelter Trusts
      • Disclaimer Trusts
      • Generation-Skipping Transfer Trusts
    • Special/Supplemental Needs Trusts (SNTs)
    • Decanting of Existing Trusts
    • Intentionally Defective Grantor Trusts
    • Irrevocable Life Insurance Trusts (ILITs)
      • Structuring to maximize transfer tax leverage of insurance premiums
      • Using life insurance to complement other planning techniques
    • Grantor Retained Annuity Trusts (GRATs)
    • Split-Interest Charitable Trusts (Charitable Lead and Remainder Trusts)
      • Income Tax Planning Using Inter Vivos Charitable Trusts
      • Estate Planning Using Testamentary Charitable Trusts
    • Self-Canceling Installment Notes (SCINs)
    • Private Foundations and Donor-Advised Funds
    • Planning to maximize “stretch” provisions and asset protection for inherited IRAs
  • Estate Freezes – Maintaining income from assets and continuing control while removing equity value from the taxable estate
  • International Trust & Estate Planning
    • Qualified Domestic Trusts (QDOTs)
    • Gift Transfers by Foreign Parents to U.S.-Based Issue
    • Estate Planning for U.S.-Based Parents with Expatriate Children
    • Planning for Persons in the U.S. with Special Visas