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Estate Planning and Wealth
Preservation
While the firm’s estate planning practice group has expertise in the careful preparation of fundamental documents, such as wills, trusts, living wills and health care proxies, its primary focus is the development of innovative wealth preservation and intergenerational transfer strategies which achieve clients’ objectives in the most tax efficient way. These strategies may involve, among others, the creation of family limited partnerships, private foundations, charitable giving strategies, a variety of tax-advantaged trusts and intergenerational equity transfers and restructurings.
The firm also provides surrogate court representation, estate and trust administration and litigation and estate tax return preparation and audit services.
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Copyright © 2006 Ferber Chan Essner & Coller, LLP. All rights reserved. |
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