Estate and Tax Planning – Estate and Trust Administration

Kostelanetz LLP has deep experience in sophisticated estate planning, personal tax planning, and estate and trust administration. Kostelanetz attorneys approach estate planning, trust administration, and personal tax strategies with the aim of protecting clients’ wealth and legacy. 

Our experienced attorneys craft estate plans that look to minimize estate, gift, income, and generation-skipping transfer taxes while addressing key financial objectives such as asset protection, business succession, charitable donations, pre-immigration planning, and special needs planning for disabled family members, among other things.

We provide highly personalized legal guidance, drafting tailored wills and trusts to meet each client’s unique needs. 

Our firm’s estate and tax planning practice advises U.S. clients in establishing structures for cross-border investments and similarly assists non-U.S. clients in establishing structures for investment in the U.S. that are designed to optimize their income, estate, and gift tax positions. In addition, Kostelanetz attorneys work closely with clients’ financial planners, wealth managers, and accountants to ensure a coordinated approach to clients’ estate and tax planning goals.

Kostelanetz attorneys also advise corporate and individual trustees on a range of issues that arise upon the establishment of trusts, during their administration, and at their termination.

The firm provides a full range of services to fiduciaries and beneficiaries in connection with the administration of substantial and complex estates and trusts. When called upon, Kostelanetz attorneys also prepare estate and gift tax returns with the objective of reducing the risk of disputes with the IRS. 

Kostelanetz attorneys also provide advice on postmortem estate tax planning, income tax minimization, and the valuation of closely held business interests and other assets whose value is not easily established. The firm also frequently provides advice on the proper administration of estates involving substantial foreign financial assets or hidden assets that surface after death.