Attorneys in the Personal Planning Department counsel clients regarding gift, estate, and generation-skipping transfer taxes; complex estate and trust administration; charitable transfers; and wealth preservation across generations.
The Firm's clients include high net-worth individuals whose wealth comes from one or more of the following: entrepreneurial activity, a successful corporate or investment banking career, or inheritance. The group's attorneys advise entities such as hedge funds and joint ventures; individuals and institutions acting as executors, trustees, or other fiduciaries; and private foundations.
Personal Planning attorneys assist with planning every kind of major asset, from airplanes to art and jewelry collections to ranches and commercial real estate. The group provides counsel in connection with valuation and transfer of such assets. The Firm's attorneys help owners of closely-held businesses transfer interests in such entities mindful of the complexities of laws relating to such transfers, and help to create and administer partnerships, LLCs and corporations, which can ensure continuity of control in a tax sensitive manner.
The members of the Personal Planning group often address multi-jurisdictional issues, both within the U.S. as well as matters that are international in scope.
In sum, we provide the careful attention of a family attorney while employing the financial acumen of a top-tier corporate law firm. We respect the private nature of personal planning and keep our clients’ matters confidential.