Moses & Singer's Trusts and Estates group provides a full range of tax and estate planning services to corporate executives, entrepreneurs, and other high-net-worth individuals. In addition to experience in the traditional areas of will and trust drafting and estate administration, our attorneys excel in the latest techniques to effectively plan for business succession while minimizing taxes to the greatest extent possible. In addition to tax minimization, our lawyers integrate the client’s personal objectives and wealth preservation goals into the estate planning process.

The firm meets its clients' objectives with precision, providing inventive solutions through the organization of limited liability entities and the creation of trusts.

Estate Planning

Clients are given sophisticated advice based on our attorneys’ comprehensive knowledge of complex federal estate and gift tax laws. This allows us to counsel clients on the most tax efficient manner in which to execute their intentions, while preserving their ultimate family goals.

The firm's estate planning services range from basic tools to complicated techniques such as the revocable or "living" trust which offers the client confidentiality and continuity of asset management; the irrevocable life insurance trust to reduce the size of the insured's estate; the qualified personal residence trust to transfer a personal residence to heirs at reduced tax rates; and the creation of grantor retained annuity trusts and sales to grantor trusts, in conjunction with family limited partnerships and limited liability companies, to transfer appreciation to younger generations at reduced gift and estate tax rates.

As our clients expand their investments into the global arena, multi-jurisdictional planning takes on greater importance. Non-resident clients investing in U.S. situs property must adhere to certain rules to avoid U.S. tax implications. Our attorneys have the experience required to advise and assist clients in structuring such investments in a tax advantageous manner.

For clients who wish to advance their philanthropic activities, our firm assists in creating tax qualified charitable trusts and private foundations.

Estate and Trust Administration

Moses & Singer has a long history representing and advising executors of substantial estates. The firm's attorneys handle all stages of estate administration including probate of the will; collection of assets; preparation of the federal and state estate tax returns; representation of the estate in tax audits; compilation of the executor's accounting and attendant releases; preparation of the fiduciary income tax returns; and distribution of the estate assets to the beneficiaries. At every stage of the estate administration process, we are attuned to all available tax planning opportunities to further our clients' interests.

In addition, the firm has successfully represented clients in various types of estate litigation and complex Surrogate's Court proceedings including contested wills, will constructions, reformation proceedings and contested accountings.

Please also see our Asset Protection description.

For more information please email us at trustsinfo@mosessinger.com