Feinstein & Partners offers a full range of customized, high quality estate planning services both to domestic and foreign individuals, families and businesses. We individually approach each client to make sure that every aspect of an estate plan is suited to address the client’s goals and objectives. Our estate planning services include, but are not limited to:
- Revocable and Irrevocable Trusts
- Generation-Skipping Transfer Tax Trusts (GSTT Trusts)
- Intentionally Defective Grantor Trusts (IDGT)
- Irrevocable Life Insurances Trusts (ILIT)
- Qualified Principal Residence Trusts (QPRT)
- Grantor Retained Annuity Trusts (GRAT)
- General Powers of Attorney
Private Wealth Advisors
We specialize in private equity protection and offer a wide range of services in areas such as domestic and international tax planning, wealth preservation and wealth transfer strategies, business succession planning, and estate and trust administration and litigation. We provide legal services to foreign individuals, families, companies, trust companies acting as trustees, as well as charitable organizations.
Our lawyers provide legal assistance to high net worth individuals and their families in the field of U.S. estate and tax planning, using both simple and complex lifetime and post-death investment strategies. Many of our clients, who also own family businesses, come to us for help when they need to minimize the potential tax burden associated with their assets and to ensure a smooth and effective ownership transfer to the next generation. In this regard, in order to achieve specific planning objectives, we often recommend and assist our clients in the creation or restructuring of partnerships, corporations, limited liability companies, private foundations and other entities in the U.S. Our lawyers also have experience in dealing with unusual problems encountered by clients who own assets in several states and in foreign countries.
To accelerate the achievement of the client’s well-being and the preservation of the transfer of assets, we provide legal advice and implement a strategy based on a comprehensive analysis of the family assets, general conditions, and the particular requirements of the client. In this process, our lawyers will provide you with recommendations on all aspects of federal and state tax gift taxation, estate and generation-skipping transfer taxation, as well as issues related to income taxes and international taxation. In addition, our lawyers have extensive experience in the areas of asset protection planning, international tax planning, income tax and estate tax, as well as drawing up prenuptial and postnuptial agreements. We regularly provide consulting services to individuals and families on tax residency in the United States and the taxation of dual nationals.
Trust management of estate and property, as well as representation in court proceedings
We are highly qualified in matters related to trust management, including trust and estate administration. We have considerable experience representing various interests in the management of trusts relating to inheritance and property.