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Chair
Doris L. Martin
Members
Roy W.
Breitenbach
Doris L. Martin
Michelle Lewis
Salzman
Colleen M. Tarpey
Madelin T.
Zwerling
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GW's Personal Services and
Estate Planning Practice Group advises our clients in
the preparation of wills and trusts, as well as in
estate administration and gift planning for the
preservation of family businesses and wealth upon death,
and related tax matters. We also advise our
institutional clients on significant charitable gifts
and the structuring of such gifts.
The Personal Services and
Estate Planning Practice Group advises our clients in
the following representative areas:
- Estate planning,
including the preparation of wills, and revocable
and irrevocable trusts
- Proper asset
structuring to take advantage of tax saving
opportunities
- Retirement plans,
distribution calculations, and beneficiary
designations
- Family limited
partnerships
- Preservation of
family assets through generational planning
("generation-skipping")
- Qualified personal
residence trusts
- Gift planning
techniques
- Practice and
business succession issues
- Charitable giving
techniques, including charitable trusts and creation
of private foundations
- Advanced tax
planning
- Planning with highly
appreciated assets
- Insurance trusts
- Asset protection
trusts
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