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Estate Planning:

Further Planning Issues and Situations

  • High Net Worth Estates
  • Succession Planning for Family Businesses
  • Tax Planning for Family Businesses
  • Charitable Gift Planning : Many of our clients are charitably inclined and often try to fulfill their charitable goals in creative ways. We advise clients on the use of various charitable trusts, private foundations, donor advised funds, supporting organizations and other types of charitable gifts. We also advise clients on how to make sure that their charitable wishes are carried out once a gift is made.

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 “Westbound to the Peninsula” by Ted Kutscher, 2009