• Business succession planning
  • Charitable planning
  • Estate planning, wills & trusts
  • Tax exempt organizations
  • Trust & estate administration
trusts

Trusts, Estates & Family Wealth

Brenner, Saltzman & Wallman provides individual and family clients with sophisticated advice on estate planning and administration, the establishment of trusts, the selection of fiduciaries, charitable giving, and the organization and analysis of assets. We have significant experience in planning for various forms of wealth, including business holdings, securities portfolios and corporate compensation plans. Our lawyers are particularly skilled in addressing estate and wealth planning issues facing family-held businesses. We are familiar with alternative uses of life insurance and regularly counsel clients on structures for life insurance holdings to address client-specific risks. We also regularly counsel fiduciaries and family members in estate and trust administration, probate court proceedings and the settlement of federal and state gift and estate tax matters.

Representative Matters:

  • Preparation of specialized estate planning documents such as Generation Skipping Trusts (GSTs), Grantor Retained Annuity Trusts and Unitrusts (GRATs and GRUTs), Charitable Remainder Annuity Trusts and Unitrusts (CRATs and CRUTs), Intentionally Defective Grantor Trusts (IDGTs), Qualified Terminable Interest Property Trusts (QTIPs), Qualified Domestic Trusts (QDOTs), Qualified Personal Residence Trusts (QPRTs), and Private Charitable Foundations.
  • Creation and coordination of transfer of business assets to family trusts.
  • Creation and oversight of funding of revocable trusts to preserve family assets in the context of remarriage.
  • Settlement of estates with hard to value assets such as antique automobiles, gun collections and jewelry.
  • Formation and servicing of non-profit charitable foundations.

For more information on Brenner, Saltzman & Wallman’s Trust, Estates & Family Wealth Planning practice group, please contact Steve Saltzman, Donald Anderson or Ron Soccoli.