Download This PageLevenfeld Pearlstein’s Asset Planning & Preservation Group focuses on advising individuals and families in achieving their business and personal planning goals. Our attorneys provide the highest quality of service while using their vast experience and knowledge to develop a client’s comprehensive estate plan.
Our areas of concentration include:
Estate Planning: Preparing wills, revocable trusts, powers of attorney and other related estate planning documents to ensure that wealth is passed down in the most streamlined and tax- efficient manner possible, consistent with the client’s values, ethics and personal goals.
Transfer Tax Planning: Designing and implementing legitimate tax reduction strategies for individuals and families using leveraging techniques, such as dynasty trusts, intra-family sale agreements, family limited partnerships, grantor retained annuity trusts, qualified personal residence trusts, self-cancelling installment notes, private annuities and college savings plans, maximizing estate, gift and generation-skipping tax exemptions.
* Read our article on Federal and State estate tax exemptions
Business Succession Planning: Developing and implementing business succession strategies for closely-held business owners and their families, incorporating multi-generational estate plans with LLC operating agreements, partnership agreements and shareholder buy-sell agreements.
Probate and Trust Administration: Providing guidance and assisting the fiduciary during each phase of the probate and trust administration process, including tax planning, funding of trusts and collecting and distributing assets.
Trust and Estate Litigation: Handling various types of disputes for fiduciaries and beneficiaries in the courtroom, or by alternative resolution methods, such as settlement negotiations, mediation and arbitration. We are called upon from time to time to handle trust reformation and trust construction actions. Our attorneys also advise fiduciaries on risk management issues in the context of trust and estate administration.
Long term planning can take on a variety of shapes and sizes. To fully address the dynamic needs of our clients, we also regularly engage in:
- Asset Protection Planning
- Charitable Planning
- Guardianship Representation
- Insurance Planning
- Investment Structuring (in conjunction with Estate, Transfer Tax and Business Succession Planning described above)
- Premarital Agreements
