Estate Planning

Overview

Our team of estate planning attorneys assists high net worth individuals and families in preserving, managing and transferring wealth — while minimizing the tax on family legacies. We design individually tailored and tax-efficient estate plans for the administration and disposition of your assets in a manner that is sensitive to the complexities of inheritance and family dynamics. Our team is experienced in handling estate and gift tax audits, and we are skilled at negotiating with the Internal Revenue Service (IRS) and other taxing authorities on your behalf. We also provide guidance on asset valuation, protection and growth, and integrate life insurance planning and medical care preparation for a comprehensive estate planning approach.

Insights & Events

Latest

最新 September 2025

Planning Suggestions for the Impact of OBBBA on Estate and Tax Planning

Plus a Summary of States’ Inheritance and Estate Taxes
10 min read
最新 September 2025

Illinois Amends the Probate Act With Key Changes to Small Estate Affidavit

Small Estate Limit Increased to $150,000, Excludes Vehicles
4 min read
Speaking Engagement Recap September 11, 2025

Beauty is in the Eye of the Beholder: Reviewing Estate and Tax Planning Following the One Big Beautiful Bill Act

Howard County Estate Planning Council Membership Breakfast
1 min read
Speaking Engagement Recap September 04, 2025

Stupid in Love: Intentional Estate Planning for Married Couples

National Association of Personal Financial Advisors (NAPFA) Fall 2025 National Conference
1 min read
最新 September 2025

Updates to Minnesota Trust Law

First Updates to Minnesota Trust Code Since Enactment in 2016
5 min read
News August 2025

Angela Fogt Named a 2025 ‘Top Women in Law’ Honoree by Minnesota Lawyer

1 min read
最新 August 2025

Sales of Qualified Small Business Stock (QSBS), ‘Stacking’ and Other Structures for Advanced Estate Planning

Including Changes Under the H.R. 1 Budget Reconciliation Act for Stock Acquired After July 4, 2025
8 min read
发表文章 August 2025

SALT-ing Your Properties for Potential Increased Income Tax Savings

The Legal Intelligencer
1 min read
Podcast July 2025

Brian Balduzzi Discusses Intersection of Estate Planning and Philanthropy on the Illuminate Philanthropy Podcast

1 min read
News May 2022

Lisa Presser Named ‘Trailblazing Policy Maker’ by Executive Women of New Jersey

1 min read
Insights
最新 September 2025

Planning Suggestions for the Impact of OBBBA on Estate and Tax Planning

Plus a Summary of States’ Inheritance and Estate Taxes
10 min read
最新 September 2025

Illinois Amends the Probate Act With Key Changes to Small Estate Affidavit

Small Estate Limit Increased to $150,000, Excludes Vehicles
4 min read
最新 September 2025

Updates to Minnesota Trust Law

First Updates to Minnesota Trust Code Since Enactment in 2016
5 min read
最新 August 2025

Sales of Qualified Small Business Stock (QSBS), ‘Stacking’ and Other Structures for Advanced Estate Planning

Including Changes Under the H.R. 1 Budget Reconciliation Act for Stock Acquired After July 4, 2025
8 min read
发表文章 August 2025

SALT-ing Your Properties for Potential Increased Income Tax Savings

The Legal Intelligencer
1 min read
Podcast July 2025

Brian Balduzzi Discusses Intersection of Estate Planning and Philanthropy on the Illuminate Philanthropy Podcast

1 min read
最新 July 2025

New “Trump Accounts” for Children

Fund Sponsors and Service Providers May Wish to Begin Assessing Product Eligibility
3 min read
最新 July 2025

New Law Extends and Amends Qualified Opportunity Zone Tax Incentives

Also New Is the Concept of a Qualified Rural Opportunity Fund
6 min read
发表文章 May 2025

Estate Planning Lessons From the Oracle of Omaha

New Jersey Law Journal
1 min read
发表文章 March 2025

Charitable Remainder Unitrusts Offer Potentially Valuable Income Tax Deferral Strategies for Some Designated Beneficiaries

The Legal Intelligencer
1 min read

Meet The Team

Meet The Team