Assists clients with the preparation of various estate planning documents, including wills, revocable trust agreements, and powers of attorney
Advises high net worth families, family offices, and individuals on estate and tax planning techniques and specialized irrevocable trusts, such as spousal lifetime access trusts (SLAT), insurance trusts (ILIT), dynasty trusts, and charitable lead and remainder trusts, to maximize the use of the federal estate and gift tax exemption and achieve other tax-related benefits
Modifies existing trust agreements through nonjudicial settlement agreements, decantations, or court-approved modifications
Assists with the probate of small, solvent, and insolvent estates