| M&S's Wills, Estates and Trusts Team is well experienced,
and formulates effective strategy through your life time to
reduce the rate of taxation to your estate. A well thought out
and methodical estates and trust plan is essential to protect
the transfer of your assets, and to carry out any philanthropic
interest that you may have. Such a plan may prevent depletion
of a large portion of your estate due to state and federal income
and estate taxation. Your assets should be transferred to your
beneficiary’s according to your intent, and without the
penalty from a “death tax.” Furthermore, we want
your directions in life and death situations, such as those
causing you to become incapacitated and require life support,
to be very clear. M&S’s goal is to provide you the best
protection in these situations utilizing the most up to date
mechanisms.
A well designed will protects you to some degree. However,
a will alone may not be enough for those who have assets beyond
a certain level. In these situations, a well established trust
and/or estate plan with periodic changes throughout a person's
life due to new law or other circumstances maximizes protection
and reduces financial liability. M&S formulates plans to transfer
assets into trust or partnerships, and also devises other
appropriate structures to hold and manage wealth over time
to comport with your specific interest. M&S's expertise in
Wills, Estates and Trusts is both domestic and international,
and includes proficiency to deal within and between a variety
of countries.
M&S's concentration in this area includes family partnerships
and limited liability companies, family split-dollar insurance
trusts, grantor retained annuity trusts, delaware perpetual
trusts, grantor trust sales (deliberately defective retained-income
gifts), charitable remainder trusts, charitable lead trusts,
private foundations, estate and trust administration and litigation,
and retirement planning and related tax deferment schemes.
No matter what the purpose, whether philanthropic or to
mitigate liability or decrease potential taxation, M&S devises
legal strategy for corporations, business owners and individuals
alike.
To contact an M&S representative immediately, please
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