Representation of beneficiaries in intra-family dispute
Representing three beneficiaries of trusts created by their grandfather in an intra-family dispute, successfully causing the trustee to resign and recovering assets on behalf of the trusts.
Administration of numerous estates that required the filing of estate tax returns
Handling the administration of numerous estates that required the filing of estate tax returns, including estates that involved the credit for tax on prior transfers, a qualified domestic trust for a non-U.S. citizen surviving spouse, and family limited partnerships.
Advising clients on use of trusts designed to save gift and estate taxes
Advising a number of clients on the use of "zeroed-out" grantor retained annuity trusts designed to take advantage of low interest rates and transfer assets to children without the imposition of gift taxes, as well as intentionally defective grantor trusts and generation-skipping transfer (GST) trusts.