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Wealth
Preservation and Estate Planning
The firm's estate planning practice primarily focuses on the development of innovative wealth preservation and intergenerational transfer strategies which achieve clients' objectives in the most tax efficient way. These strategies may involve, among others, the creation of family limited partnerships, private foundations, charitable giving strategies, a variety of tax-advantaged trust and intergenerational equity transfers and restructurings.
The firm also provides estate tax return preparation and related tax examination defense services.
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