estate planning & solutions for families & family offices

Estate Planning

- Revocable Trusts ("Living Trusts")
- Wills
- Powers of Attorney
- Health Care Surrogate Designations ("Medical Powers of Attorney")
- Living Wills

Probate, Estate & Trust Settlement

Florida Domicile & Homestead Planning

Multi-Generational Trust Planning

Trustees and Fiduciaries:

- Trustee Selection & Succession Planning
- Trust Protector Services (select cases)
- Private Trust Companies

Strategies for Family Offices:

- Profits Interest (“carry”) Planning
- Structuring, Administration, Tax Planning
- Partnership, Corporate, Flow-Through & “Silo” Structures

Wealth Transfer Tax Mitigation

- Estate Tax
- Gift Tax
- Generation-Skipping Tax
- Income Tax Basis Planning

Consulting & Strategies for Fiduciary Income Tax & Partnership Tax

“Philanthropy+” — Guidance on Formation & Best Practices for:

- Private Foundations
- Charitable Trusts
- Donor-Advised Funds
- Gift Agreements & Naming Opportunities
- Maximizing Charitable Tax Strategies
- Public Charities