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Estate and personal tax planning for individuals and families, including traditional bypass trust and marital deduction planning, gift and estate tax planning, generation-skipping transfer tax planning, asset preservation strategies, and disability planning
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Family wealth planning, including the use of numerous sophisticated strategies to minimize estate, gift, and generation-skipping transfer taxes, succession planning for closely-held businesses, establishment of charitable trusts and foundations, and family limited partnerships
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Preparation of sophisticated estate planning documents, including Wills, living trusts, life insurance trusts, crummey trusts, and family limited partnerships
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Actuarial planning through the preparation of grantor retained annuity trusts, charitable lead trusts, charitable remainder trusts, and qualified personal residence trusts
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Administration of trusts and estates, including contested trust and probate matters, the audit and settlement of gift and estate tax returns, and post-mortem income tax planning
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Marital property planning issues, including planning for community and separate property and the negotiation and drafting of marital property agreements
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Representation of public charities, private foundations, and other tax-exempt organizations with establishment, administration, and taxation issues
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Charitable giving planning
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General business advice, including negotiating and preparing non-competition agreements, non-solicitation agreements, leases, license agreements, promissory notes, UCC filings, and other general business contracts
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Preparation of organization documents for corporations, limited partnerships, general partnerships, limited liability companies, professional corporations, and professional associations
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Corporate, partnership, franchise, income, gift, and estate tax advice
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Negotiation of the purchase and sale of privately held businesses
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Executive compensation issues, including preparing and reviewing employment agreements, stock option agreements, and other incentive plans
