Estate Planning

  • Wealth transfer economic and tax analysis
  • Lifetime transfer planning
  • Charitable giving and foundation planning
  • International wealth transfer tax planning
  • Planning for appropriate estate management and distribution
  • Planning for business owner succession
  • Dual jurisdiction international estate planning
  • Asset protection planning
  • Valuation services
  • Special needs and incapacity planning
  • Executive compensation including incentive, deferred and stock awards
  • Mergers and acquisition transactional services