Tax & Wealth Conservation Planning for Individuals

We explain how trusts, family limited partnerships, limited liability companies, and other sophisticated techniques can be used to manage family assets (including management in case of future disability), to protect family assets from creditors, and to retain control over gifted assets while minimizing income, gift and estate taxes. We counsel our clients in choosing the best methods of asset management according to their individual circumstances and goals.

We advise our clients about different methods to make advance plans for management of their assets during a possible period of future disability, including the use of durable powers of attorney, “springing” contingent powers of attorney, revocable “living” trusts, and family limited partnerships and limited liability companies.

We offer clients sophisticated and cost-effective strategies and techniques for the protection of their assets. We thus enable our clients to better manage future risks against lawsuits and to mitigate present and future income and estate tax liability.