Trusts & Estates

Becker’s Trusts & Estates attorneys have strong credentials and deep experience in this highly specialized area of the law. The firm serves clients’ needs in the following areas:

• Structuring estate, gift, income and generation-skipping plans through wills, trusts, family-limited partnerships, qualified personal residence trusts, grantor-retained annuity trusts, charitable lead and annuity trusts, charitable remainder trusts, and private foundations and gift-giving programs intended to reduce estate taxes.
• Creating disability plans through the use of revocable trusts and powers of attorney for asset management and medical directives for health care management.
• Planning for special circumstances including second or later marriages, same-sex couples, multi-generational wealth transfer, charitable giving and trusts for beneficiaries with special needs.
• Offshore estate planning for U.S. and foreign individuals.
• Advising the owners of closely held businesses, including the preparation of shareholders’ and partnership agreements, reorganization, dissolution and transferring ownership to children and other family members.
• Working with personal representatives and successor trustees regarding all aspects of probate and trust administration.
• Representing beneficiaries of trusts and estates.
• Providing guidance to U.S. taxpayers on the U.S. federal income tax and the non-U.S. tax consequences of doing business or making investments abroad.