Our Estate Planning Practice focuses on the needs of entrepreneurs and other high net worth individuals. While many think of estate planning as a commodity item, in fact it can significantly affect businesses and stakeholders in terms of transition, compensation, and employment.

Our estate planners take a comprehensive look at an individual's desires, position, and needs in tailoring a very specific plan for each client. Our close collaboration with the firm's Corporate Practice has instilled a high degree of sensitivity to both the issues and opportunities facing business owners and executives in our estate planners.

In addition to drafting traditional wills and trusts, our estate planners are often engaged to establish a variety of leveraged gifting programs, charitable trusts, and private foundations; design and implement international estate plans that maximize the tax and non-tax benefits under both US and foreign law; create wealth preservation strategies; advise with respect to retirement plan assets and executive compensation; create succession plans for closely-held businesses; and much more. In addition, the firm has expertise in handling estate and gift tax audits and controversies.

For more information on our Estate Planning Practice, please contact J. David Moran (profile, email).