HIGHLIGHTS
- Tax and estate planning for individuals, including business executives, professionals, and owners of closely-held businesses
- Estate and trust administration, including preparation of federal and state estate tax returns, state inheritance tax returns, and federal gift tax returns
- Generation-skipping transfer tax planning
REPRESENTATIVE EXPERIENCE
- Wills
- Revocable trusts and irrevocable trusts, including life insurance trusts, dynasty trusts, qualified personal residence trusts, grantor retained annuity trusts, QTIP trusts, qualified plan trusts, charitable split interest trusts, and supplemental needs trusts
- Gift tax planning
- Limited liability company operating agreements
- Shareholder agreements
- Partnership agreements
- Premarital and postmarital agreements
- Will contests, estate and trust disputes
- Tax controversies with the Internal Revenue Service and New Jersey Division of Taxation
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