Business Estate & Tax Attorneys, P.C.

We understand the unique demands of dispute resolution when it comes estate administration and litigation. We represent not only you but also your corporation and individual trustees, executors, personal representatives, guardians, other fiduciaries, as well as beneficiaries, and additional interested parties.

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Let us know how we can help you administer your estates and trusts.

ESTATES & TRUSTS

Practice Area

> RESOLVE LIABILITY

> PLAN YOUR ESTATE

> EXPERIENCE

YOUR PARTNER IN

PLANNING YOUR ESTATE

Clients come to us to:

We use simple and sophisticated strategies to help you integrate personal and business goals.

Plan for and implement business succession

Administer complex estates

Acquisition of the decedent’s assets

Avoid probate problems

Creditors’ claims

Resolve family conflicts, estate and trust disputes 

 

Structure trusts and inheritances for spouses, partners, children and grandchildren

Optimize taxes

Plan for and implement philanthropy

Plan for residency changes

Protect assets from predators

Navigate multi-jurisdictional tax and non-tax issues for global families

 

 

We can also serve you if you are involved in the administration of estates, trusts and other structures.

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RESOLVE LIABILITY

YOUR PARTNER IN

RESOLVING LIABILITY

Helping you resolve:

A fiduciary’s journey during administration can involve navigating hidden minefields to avoid personal liability. The blend of state law duties, complex valuation of assets, and volatile intra-family conflicts often create difficult, emotional cases that cannot be easily resolved between the parties.

Beneficiary-trustee disputes arising in pre and post-death administration of assets

Intra-family disagreements

Estate, tax and business planning

Fiduciary removal and surcharge proceedings

Contested accounting proceedings

Will and trust contests

Will and trust construction

Reformation proceedings

Creditors’ claims

Acquisition of the decedent’s assets

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EXPERIENCE

EXPERIENCE

REPRESENTATION

An overview of how we have represented clients in the past.

Beneficiary-Trustee Disputes

  • surcharge and removal of a trustee for misappropriation of trust funds
  • contested accounting proceedings
  • litigation to seek redress for financial elder abuse
  • invalidating deeds transferring real property before and after inheritance

Fiduciary Disputes

  • settling contentious intra-family disagreements involving an incapacitated beneficiary
  • filing petitions for instructions regarding post-death administration of trust assets

Surviving Spouse Disputes

  • negotiating a settlement to terminate an irrevocable trust in connection with the spouse’s interests and the interest of her stepchildren
  • converting a separate property residence of a deceased spouse to community property over the objection of intestate heirs

Estate Planning & Administration

  • preparing basic estate planning documents
  • employing sophisticated wealth planning strategies such as property transfers to  a Grantor Retained Annuity Trust (GRAT), Intentionally Defective Grantor Trust (IDGT), and Charitable Remainder Trust (CRT)
  • post-death administration of assets
  • obtaining loans to avoid property tax reassessment on transfers of real property from parents to children
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