LP's Trusts & Estates – Tier 1 Nationally
Services

Estate Planning Services
Probate and Trust Administration
Business Succession Planning
501(c)(3) Charitable Foundation Formation and Advisory
Family Office Counsel
Transfer Tax Planning
Premarital Agreements
Guardianship Representation
Trusts & Estates Litigation

Levenfeld Pearlstein’s Trusts and Estates Group focuses on advising individuals and families in achieving their business and personal planning goals. Our attorneys provide the highest quality of service while using their vast experience and knowledge to develop a client’s comprehensive estate plan.
Our areas of concentration include:

Estate Planning Services: Preparing wills, revocable trusts, powers of attorney and other related estate planning documents to ensure that wealth is passed down in the most streamlined and tax- efficient manner possible, consistent with the client’s values, ethics and personal goals.

Designing and implementing legitimate tax reduction strategies for individuals and families using leveraging techniques, such as dynasty trusts, intra-family sale agreements, family limited partnerships, grantor retained annuity trusts, qualified personal residence trusts, self-cancelling installment notes, private annuities and college savings plans, maximizing estate, gift and generation-skipping tax exemptions.

Probate and Trust Administration: Providing guidance and assisting the fiduciary during each phase of the probate and trust administration process, including tax planning, funding of trusts and collecting and distributing assets.

Succession Planning: Developing and implementing business succession strategies for closely-held business owners and their families, incorporating multi-generational estate plans with LLC operating agreements, partnership agreements and shareholder buy-sell agreements.

501(c)(3) charitable foundation formation and advisory: Our attorneys have significant experience in forming, structuring and advising tax-exempt and other not-for-profit organizations. Our representation includes forming public charities, private foundations, charitable lead trusts and pooled income funds, obtaining tax-exemptions from the Internal Revenue Service and state agencies, advising on day-to-day transactions and addressing UBTI issues.

Family Office Counsel

Transfer Tax Planning: Designing and implementing legitimate tax reduction strategies for individuals and families using leveraging techniques, such as dynasty trusts, intra-family sale agreements, family limited partnerships, grantor retained annuity trusts, qualified personal residence trusts, self-cancelling installment notes, private annuities and college savings plans, maximizing estate, gift and generation-skipping tax exemptions.

Premarital Agreements
Guardianship Representation

Trusts and Estates Litigation: Handling various types of disputes for fiduciaries and beneficiaries in the courtroom, or by alternative resolution methods, such as settlement negotiations, mediation and arbitration. We are called upon from time to time to handle trust reformation and trust construction actions. Our attorneys also advise fiduciaries on risk management issues in the context of trust and estate administration.