- Settlement of decedents' estates through administration of revocable
and irrevocable trusts and probate proceedings
- Preparation of federal and state estate tax returns in connection
with trust and estate settlement, including QTIP elections and
generation-skipping transfer tax exemption elections
- Allocation of assets between or among successor trusts
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- Reformation of trusts to clarify terms of administration or
estate disposition or to maximize use of generation-skipping transfer
tax exemption or charitable deduction
- Use of disclaimers in trusts for postmortem estate planning
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Attorneys
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We have settled numerous high net worth trusts and estates,
many involving difficult-to-value assets, such as closely-held businesses.
We have often engaged in post-mortem estate planning to correct
defects in a pre-existing estate plan or to conform a trust or Will
to new statutory requirements.
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