ESTATE & TRUSTS DEPARTMENT
Offit Kurman’s Estates and Trusts Department handles a wide range of legal matters involving estate planning, estate administration, trust administration, elder law, asset protection, charitable gift planning, guardianships, advice for charitable organizations, tax planning, transition planning for closely held businesses and related planning and litigation matters. Our Estates and Trusts Department represents a great number of business owners, corporate executives, professionals, retirees and other individuals who need estate planning and asset protection advice. The estate plans we design for our clients assist clients, to the maximum extent possible, to minimize the burden of gift and estate taxes while protecting assets from the threat of existing and potential creditors. Whether the client has sophisticated or basic goals and enjoys substantial wealth or is of more modest means, our lawyers can develop a customized plan that is tailored to meet the specific needs and objectives of the client in question.
Our Estates and Trusts Department has extensive experience in the following areas:
- Preparation of Wills, Trusts and related Estate Planning Documents
- Formation and Representation of Private Foundations
- Retirement, Charitable Giving and Life Insurance Planning
- Pre-Marital and Post-Marital Agreements
- Guardianships
- Business Succession Planning
- Gift Tax Planning
- Preparation of Family Limited Partnerships, Offshore Asset Protection Trusts and other Estate Planning Vehicles
- Preparation of Gift and Estate Tax Returns, Administration of Decedents’ Estates and Administration of Trust Arrangements
Because estate planning matters often involve business owners, our Estates and Trusts attorneys are regularly supported by other members of the firm and often draw from the expertise of Offit Kurman’s Business Department in designing an estate and asset protection plan.
Our Estate and Trusts Department is organized to include the following Practice Areas:
