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Estate Planning:

Further Planning Issues and Situations

  • High Net Worth Estates
  • Succession Planning for Family Businesses: Many of our clients own family businesses. We have extensive experience helping the principals coordinate their long-term plans for their businesses with their estate planning objectives. It is important to begin succession planning well before senior family members approach retirement, but designating successors to key management positions can often create tension within and between generations. By identifying the most important business and legal issues, as well as suggesting possible solutions, our lawyers can facilitate the transition from generation to generation. For example, an irrevocable trust funded with life insurance can be used to equalize transfers among children when not all children are involved in the business. Our capabilities also include coordinating the related work of appraisers and accountants and preparing complex federal gift tax returns when gifts are used as part of the plan.
  • Tax Planning for Family Businesses
  • Charitable Gift Planning

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 “Westbound to the Peninsula” by Ted Kutscher, 2009