Daniel Bernard was quoted in a Wall Street Journal article in regard to people leaving states with high state and
Wills, Trusts & Estates
Our practice ranges from routine wills to sophisticated estate and tax planning. A significant portion of our practice is devoted to the preparation of wills, trusts, durable powers of attorney, and other estate-planning documents.
The firm’s attorneys have extensive experience in the administration of probate and trust estates, the preparation of required income, estate, gift, and inheritance tax returns, and the administration of guardianships.
An individual’s estate plan often calls for more than a traditional will or trust. Our attorneys seek to address the client’s long-term objectives and circumstances in structuring a tax-efficient estate plan. We routinely advise clients on the selection and implementation of planning tools such as revocable living trusts, life insurance trusts, irrevocable trusts, gifting programs, family limited partnerships, deferred compensation arrangements, gift and estate tax planning for retirement benefits, and charitable planning. We also advise and implement succession plans for the transition of families and closely held businesses.
Wills, Trusts & Estates Attorneys
Our attorneys focus on providing clients in-depth knowledge of our diverse range of practice areas.
News & Insights About Wills, Trusts & Estates
The end of June is an exciting time in the United States Supreme Court, because the Court issues many of
Possible Solution To State Restrictions On Seasonal Rentals
I have written articles in the past pertaining to Florida estate and tax planning, “Estate Planning for Snowbirds” and “Domicile: