Competent and appropriately comprehensive estate planning requires the right balance of legal disciplines. Estate planning and taxation are of the more challenging areas of legal practice. A myriad of ever-changing laws requires considerable ongoing education to maintain competency.
Every estate plan, whether simple or complex, requires careful individual attention. Erroneously drafting a special needs trust repayment provision, transferring to an irrevocable grantor trust with GSTT provisions or failing to timely make a portability election can all have serious consequences. Our clients receive our undivided attention.
Over the years, our estate planning and taxation services have entailed a network of financial planners, residential and commercial appraisers, real estate professionals and contacts within financial institutions, brokerages and the IRS to assist our clients' needs.