• Overview

Estate Planning and Settlement

Becker & Poliakoff 's Estate Planning attorneys have strong credentials and extensive experience in this highly specialized area of the law. The Firm serves clients' needs in the following areas:

  • Structuring estate, gift, income and generation-skipping plans through the use of wills, trusts, family limited partnerships, qualified personal residence trusts, grantor-retained annuity trusts, charitable lead and annuity trusts, charitable remainder trusts, and private foundations and gift-giving programs intended to reduce estate taxes.
  • Creating disability plans through the use of revocable trusts and powers of attorney for asset management and medical directives for health care management.
  • Planning for special circumstances including second or later marriages, same-sex couples, multigenerational wealth transfer, charitable giving and trusts for beneficiaries with special needs.
  • Offshore estate planning for U.S. and foreign individuals.
  • Advising the owners of closely held businesses, including the preparation of shareholders’ and partnership agreements, reorganization, dissolution and transferring ownership to children and other family members.
  • Working with personal representatives and successor trustees regarding all aspects of probate and trust administration.
  • Representing beneficiaries of estates and trusts.
  • Providing guidance to U.S. taxpayers on the U.S. federal income tax and the non-U.S. tax consequences of doing business or making investments abroad.