Estate Planning and Administration

Jack's estate planning and administration practice represents individuals, estates, and fiduciaries including both U.S. citizens and non-citizens resident in the U.S. and overseas. The handling of family matters is as important as any business representation I undertake, and I offer services designated to optimize the preservation of accumulated wealth and reach charitable goals including special needs trusts. I offer these services to individuals and fiduciaries.

My estate planning practice helps clients define their wealth transfer objectives in light of the relevant legal and tax rules and develop and implement an estate plan to accomplish their objectives. I am committed to informing clients of the options available to them, helping clients chose among these options and ensuring that clients understand their estate plans and the practical impact of those plans on their beneficiaries. As part of this process, I routinely work with clients to establish private foundations, or otherwise meet their charitable goals. In addition to estate planning, I counsel and represent personal representatives and trustees in all phases of the administration of estates and trusts, including preparation of the estate tax return,  consideration of disclaimers, and other post-mortem tax planning.