Firm's Approach To Estate Planning
planning must be integrated with personal, financial, business
and tax planning for the client's family. The firm has
the highest expertise in sophisticated estate planning,
including the gift, estate and income tax aspects of complex
family ownership structures, estates, trusts and probate.
In addition, our extensive business experience enables
us to view the process in the broadest possible context,
resulting in an estate plan which is not merely technically
correct, but matches the personal and financial needs of
is our view that estate planning is not merely a way to
deal with the issue of who inherits what at death. We phrase
the question more broadly: What steps should we take now,
and what steps should we plan for the future, which will
maximize the preservation and growth of the client's existing
wealth, and the orderly transfer of that wealth to the
next generation? We emphasize the "orderly" transfer
because we understand the importance to each client of
structures which, in addition to minimizing taxes, encourage
the development of responsible attitudes and behavior in
the next generation. We are also sensitive to the fact
that structures which "work" from a tax point
of view are of little value to a client if they create
complexity and confusion in the day to day management of
his or her affairs.
economic climate and current tax structures make the process
of preserving and transmitting wealth a difficult one.
By providing our clients with the highest level of technical
expertise, business experience, and personal attention,
we assist them in bringing a large part of that challenging
process under their control.