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ESTATE & GIFT PLANNING

We partner with our clients to identify and implement comprehensive solutions to help them achieve their estate and gift planning objectives.

Our Approach

Our clients need innovative and practical approaches to minimizing their tax exposures and achieving their wealth transfer and protection goals.

We use detailed and multi-faceted strategies to create practical and tax efficient solutions that will accomplish our clients’ estate planning goals of protecting wealth for their families and the causes most important to them.

The vehicles we use to protect what matters most to our clients include:

  • Wills
  • Revocable trusts
  • Retirement benefits planning and cash flow analysis
  • Irrevocable gift and life insurance trusts
  • Asset protection trusts
  • Charitable giving plans
  • Lifetime family giving plans

We also help clients ensure that their wishes are carried out with respect to health care and financial decisions.

Being part of a full-service law firm with the complete range of capabilities, we also can help our clients with tax preparation, asset management services, business succession analysis, corporate transactions and retirement benefits planning.

We actively partner with attorneys, tax and financial professionals in the U.S. and abroad to create a customized team to best serve each client’s objectives.

Together, we can formulate an estate or gift plan to protect you and your family, your business and assets.

We work with

  • Individuals and families
  • Business owners
  • Business executives

Media Clips

  • Putting an Estate Value on the Assets Unique to You
    The New York Times | September 28, 2013
    Boston Private Clients partner Sarah Connolly comments on how patents (which have the potential to be more valuable after a researcher’s death) can play a role in estate planning.
  • Nextpert: Passing on the family business
    Democrat and Chronicle | June 12, 2013

    Rochester Private Clients associate Meghan Schubmehl authored this column discussing family business succession planning.

Ideas

New York makes significant changes to its estate tax law
Private Clients Alert | April 7, 2014

Is your estate plan keeping up with your technology?
Private Clients Alert | February 11, 2014

. . . View all . . .

Numbers, Numbers, Numbers — 2013 and 2014
Private Clients Alert | December 18, 2013

Can your family benefit from an intra-family loan?
Private Clients Alert | November 18, 2013

Numbers, numbers, numbers – 2012 and 2013 (Revised)
Private Clients Alert | January 16, 2013

The American Taxpayer Relief Act of 2012
Private Clients Alert | January 15, 2013

Numbers, numbers, numbers: 2012 & 2013
Private Clients Alert | December 10, 2012

Estate and gift planning opportunities: Don't wait too long
Private Clients Alert | September 25, 2012

Numbers, Numbers, Numbers: 2011 & 2012
Private Clients Alert | December 22, 2011

. . . Hide Thought Leadership. . .

Press

Estate & Gift Planning