Estate, Gift, and Generation-Skipping Tax

We help individuals and families structure estate and gift transfers to minimize federal and state tax liability while ensuring their personal and financial goals are achieved. Our attorneys develop tailored plans that take advantage of current exemptions, exclusions, and valuation discounts to preserve wealth across generations. From outright gifts to complex trust arrangements, we provide forward-looking strategies that maximize efficiency and long-term benefit.

Our team advises clients on generation-skipping transfer (GST) tax planning to help preserve family assets for grandchildren and future generations. We design trust structures and transfer arrangements that mitigate GST exposure and ensure compliance with evolving tax regulations. Our approach balances tax efficiency with flexibility, allowing families to achieve legacy objectives while maintaining control over asset management.

We create and implement sophisticated trust and business entity structures—including family limited partnerships, LLCs, and charitable trusts—that align with both estate and tax planning goals. These entities can serve as powerful vehicles for wealth transfer, protection from creditors, and continuity of family-owned enterprises, all while offering significant tax advantages.

Our attorneys assist executors, trustees, and individuals with preparing and filing federal and state estate, gift, and generation-skipping transfer tax returns. We also guide fiduciaries through valuation issues, audit defense, and post-filing matters. Our goal is to ensure complete accuracy and compliance while protecting our clients’ interests throughout the review process.