Advises clients on a variety of wealth preservation strategies

Advises clients on a variety of wealth preservation strategies, including:

• • Gift, estate, and generation-skipping tax techniques, such as sales to intentionally defective grantor trusts; use of discounts to transfer non-marketable assets; and creation of limited liability companies, partnerships, and other entities for transfer tax minimization purposes
  • Closely held businesses
  • Succession planning, including buy-sell agreements, stock redemption agreements, intrafamily sales, and other vehicles
  • Dynasty trusts, grantor retained annuity trusts (GRATs), and other irrevocable trusts