Private Client
You demand discretion. You want an attorney who understands your unique financial, business and personal needs, and can position you for continued success. From trust and estate planning to corporate matters, let us protect your interests and better your future.
Summary
Our Private Client Group attorneys understand the unique financial, business and personal legal needs of high net worth individuals and families. We assist you through difficult family law matters and crucial estate planning for future generations by customizing our legal services to the specific needs of each client. Our attorneys work as a team across multiple practice areas including corporate, family law, tax, and trusts and estates. We serve U.S.-based and multinational families and individuals.
Trusts and Estates
Our Trusts and Estates attorneys provide you a wide range of services, including:
- Estate Planning
- Complex Trust and Estate Litigation
- Post Death Estate and Trust Administration
- Business Succession Planning
- Pre-Liquidity Event Planning
- Pre- and Post-Marital Planning
- Wealth Transfer Planning
- Charitable Gift Planning
- Mediation
- International Estate Planning
Family Law
We assist you with legal issues that affect every aspect of families in transition, from both a personal and a business perspective. Our attorneys strive to create a close level of trust with you in order to handle even their most sensitive family law matters. We provide a team-oriented approach with expertise in pre- and post-nuptial agreements, separation and marital settlement agreements.
We assist clients through difficult family law matters and crucial estate planning for the future generations by customizing our legal services to the specific needs of each client.
Our family law attorneys also work with our estate planning attorneys to coordinate the drafting of prenuptial agreements with estate plans that are mutually consistent, and complement each other in terms of protecting separate property assets, and the creation of community and marital property.
Tax Planning & Controversy
We understand the complex tax issues that arise for high net worth individuals and families. Implementing the proper tax planning is crucial for both preserving wealth for future generations and planning for significant personal and business decisions. Our Private Client attorneys assist clients with all types of tax planning matters, including charitable giving through tax-exempt organizations, the creation of nonprofit private foundations, and federal and state tax minimization strategies.
We also advise clients on the tax consequences that arise, and protections available, during divorce or families in transition. We represent clients in all aspects of federal, state, and local income and estate tax controversies including Internal Revenue Service (IRS) and Franchise Tax Board (FTB) audits, administrative appeals and litigation in the U.S. Tax Court, Federal District Courts and U.S. Court of Federal Claims.
International Tax and Estate Planning
Our international tax attorneys also advise on cross-border business succession, wealth transfer, and estate planning issues for multi-national families with one or more members with significant assets who reside internationally or who are nationals from outside the United States.
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