Estate and gift tax planning involves more than just tax considerations; the decisions that you make throughout this process will have significant and lasting effects on your family and loved ones for generations to come. The lawyers in our Estate and Gift Tax Planning Practice Group recognize the importance of this endeavor and will work closely with you, as well as your trusted consultants and advisors, to fully analyze and understand your financial situation and assets and to help you achieve your long-term planning goals while minimizing your overall estate and gift tax liability.
The lawyers in the Estate and Gift Tax Planning Practice Group at Rogers Towers have extensive experience working with high net-worth individuals and their families to achieve their estate and gift tax objectives using a combination of lifetime, post-death and succession planning techniques. We provide comprehensive advice on estate planning, business succession planning and complex multigenerational wealth transfers, and develop creative, tax-efficient solutions by integrating key tax-planning tools, such as grantor trusts, intra-family loans and gifts, dynasty trusts, family partnerships and other legal entities. This includes cross-border planning, as many of our clients have family and financial interests overseas. We routinely help our clients manage all tax issues arising out of estate and gift taxes, including the valuation of assets, preparation and filing of estate and gift tax returns (including fiduciary returns for trusts or estates) as well as any audits or tax controversies that may arise in this process.
Our lawyers also counsel clients on charitable planning, including the creation of charitable lead trusts, unitrusts, charitable remainders trusts, private foundations and public charities as vehicles for tax planning and the generational transfer of wealth, as well as essential tools in meeting our client’s philanthropic goals. We frequently represent founders and managers of private foundations in all respects, from formation, administration, fundraising and compliance, and eventual dissolution.