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Estate, Gift & Income Tax Planning

Overview

Planning for the next generation — and generations after that — is one of the most important tasks for families. It’s a uniquely and deeply personal undertaking with no one right answer.

At Loeb & Loeb we know our clients require forward-looking plans to preserve and transfer wealth from generation to generation in a way that feels right for them.

Our Trusts and Estates lawyers epitomize the distinction between the traditional will drafter and the broad-visioned estate planner. We’re fluent in all the legal and practical aspects of estate planning — the nuances of federal and state income, transfer and estate taxes; the use of traditional and cutting-edge wealth transfer and generation-skipping techniques; and the challenges posed by today’s technology-driven world and new asset classes that are hard to value and protect.

We work with high net worth individuals — including entrepreneurs, executives and professionals; hedge fund, venture capital and private equity fund managers and owners of family and closely held businesses — as well as multigenerational families and the family offices that serve them.

We provide comprehensive estate, gift and income tax planning services, including:

  • Wealth transfer and generation-skipping planning and dynastic trusts
  • Family-owned and closely held business and succession planning
  • International and cross-border estate planning
  • Charitable planning and contributions
  • Private trust company formation and operation
  • Life insurance planning
  • Planning to minimize the state income taxation of trusts
  • Advising on art and other collectibles
  • Planning to qualify for Section 6166 and other estate tax deferral benefits
  • Tax controversies, including estate and gift tax audits and appeals with federal, state and local taxing authorities

We also understand that estate planning can be an emotionally fraught process involving delicate family dynamics and sometimes conflicting philosophies about wealth and how best to pass it on. Our practitioners know how to structure estate plans to meet the differing needs of family members while minimizing friction.