trusts & estates

At OlenderFeldman LLP, we understand that our clients have many goals in their estate planning. Ensuring that their wealth passes to their chosen beneficiaries with a minimum of estate, inheritance or other taxes due is paramount. Whether it is succession planning, charitable intentions, or the financial future of their families, OlenderFeldman's Trusts and Estates department has the necessary knowledge and experience. Our attorneys are well-versed in the most sophisticated estate planning techniques, including:

• Family limited partnerships
• Grantor-retained annuity trusts
• Personal residence trusts
• Irrevocable life insurance trusts
• Sale of assets to intentionally defective grantor trusts through the use of self-canceling installment notes (SCINs)
• Generation-skipping trusts

Our attorneys also have extensive experience in charitable planning, including:

• Charitable remainder and lead trusts
• Private charitable foundations
• Private annuities
• Preparation of tax returns for charities and other exempt organizations

In addition, our attorneys are actively involved in all aspects of probate and administration including:

• Preparation of petitions for probate/administration, as well as all other documents necessary to probate a will/administer an estate
• Maintenance of records for estates and trusts as well as for individuals
• Planning and preparation of gift tax returns, estate or similar tax returns, and fiduciary income tax returns
• Probate court accountings
• Litigation of probate court proceedings
• Custody of assets