Estate Planning and Family Office Administration

Gould & Ratner has represented many wealthy families through multiple generations.  This has given us unique insight into the issues that confront families, family-owned businesses and wealthy entrepreneurs.  Careful planning is the essential element that determines whether a family’s assets remain productive, capable of sustaining the personal needs and charitable inclinations of multiple generations.

A thoughtfully constructed family financial plan must be accompanied by capable administration.  A trust that provides for the transferor’s wishes to be carried out during life and after death is successful only with ongoing administration that carries out the intent and spirit of the document.  Our clients tell us they are comforted knowing that they can rely on us to administer their estates and trusts as personally, precisely and strategically as we approached the earlier planning phase.

Articles

• The Future Holds Higher Taxes for Top Earners, Summer 2010
• The Uncertain Fate of Estate and Gift Taxes
• Tax Court Permits LLC Members to Deduct Losses, Fall 2009
• Advance Health Care Directives and Powers of Attorney
• All in the Family: Corporate Governance Issues Facing Family-Owned Businesses
• Income Tax Aspects of Estate Planning
• Restricted Stock and Stock Options: Tax and Other Consequences to the Family Business
• Fundamentals of Estate Planning