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Estate Planning & Administration

When dealing with a matter as delicate as the disposition of assets upon a loved one’s death, it greatly helps to have skilled counsel on your side who is sensitive to the need to distill complex regulatory requirements and tax law into actionable insight.

CSG’s trusts and estates attorneys take exceptional pride in their ability to not only simplify the process for clients, but to also strategically spearhead advisory teams comprised of investment advisors, accountants and other consultants, with an eye toward achieving the client’s specific tax minimization objectives.

Our estate planning and administration services include, but are not limited to, counsel on the following critical issues:

  • Transfer of personal and business assets using planning techniques designed to meet a client’s specific objectives within his or her family, while at the same time minimizing the estate and gift tax impact of such transfers
  • Preparation of all legal documents necessary to carry out a client’s estate planning, including:
    • Wills
    • Revocable (“living”) trusts and irrevocable trusts
    • Personal residence and other retained interest trusts
    • Special needs trusts for disabled individuals
    • Life insurance planning
    • Charitable gift planning
    • Family limited partnerships and limited liability companies
    • Durable and springing powers of attorney
    • Living wills (advance directives, proxy directives and instruction directives)
    • All other related estate planning documents
  • Administration of estates, whether straightforward or complex; probate and ancillary probate; distribution issues and counseling executors in the exercise of their fiduciary duties
  • Preparation and filing of all estate, inheritance and gift tax returns
  • All aspects of the audit process for estate, inheritance and gift tax returns, from negotiations with federal and state revenue agents through tax court
  • Administration of trusts and advising trustees on their fiduciary duties