The firm has extensive experience in complex estate planning with regard to business owners and can handle complex copyright catalog issues as well as property and asset issues for estate plans even if the assets are in various parts of the world.  High-net worth individuals and families require tax, property and business strategies to minimize the tax liability, maximize their asset values, and to protect those asset values.

The firm will ghost-write with other lawyers to help with forms and setting up an initial wills and trusts practice for individual lawyers and firms and provide “heavy-lifting” back-up as needed.

We have developed multi-generational strategies for families and business owners. Below are some examples of the work that the lawyers within the firm have done in this area:

• ILIT’s

• Charitable trusts

• Creditor protection trusts

• Revocable trusts

• Testamentary trusts

• Education trusts

• Family entities include:
  • Family Limited Partnerships
  • Family Limited Liability Companies

• Revocable trusts include:
  • Grantor Trust
  • Defective Grantor Trusts
  • GRAT’s and GRUT’s

• Charitable planning includes:
  • Establishing Private Foundations
  • Set-up, Maintenance, and Disbursement of Non-Profits
  • Filing Various 501 (c) Tax Exempt Status Applications with I.R.S.
  • Charitable Solicitation License Filing in Various States and Municipalities
  • Non-Profit Fund-Raising Event Planning and Execution

• Work with professional athletes includes:
  • Assisting Agents or Investment Advisors with Trust Investment Strategies
  • Pre-Nuptial Agreement
  • Family Limited Partnerships
  • Creditor Trusts
  • Will Drafting Representation for Spouses or Children