• Many estate plans for individuals, usually involving legal estate tax avoidance mechanisms.
  • A-B Trusts
  • A-B-C Trusts
  • Charitable Lead Trusts
  • Charitable Remainder Trusts
  • Operation of Estate Planning Review Program
  • Prenuptial Agreement for business owners
  • Equity Sharing Agreements involving residences for employees, officers
  • Formation and Maintenance of Private Foundations & Public Charities
  • ILIT Trusts
  • Workout of defective tax planning
  • Life Insurance Trusts
  • Intentionally Defective Grantor Trusts
  • Revocable and Irrevocable Trusts
  • Dynasty Trusts