We handle all aspects of estate and gift tax planning. Our goal is to help our clients analyze and implement strategies that effectively preserve and transfer assets while minimizing the impact of income and inheritance tax on them and their families. The practice is based on our appreciation of the needs of families and family businesses. This assessment is supported by our knowledge of tax and company law. Family Wealth Group lawyers understand the evolving federal, state, and international tax laws and their implications. We are familiar with gift and inheritance taxes, intergenerational skipping taxes and trust income taxes. While each succession plan is unique to the individual needs of the family, business, or both, our sound advice combines a client`s personal needs and desires with applicable state and federal regulations. We are committed to protecting the global interests of our clients over the long term, regardless of the area of law, business or family matters. Our Family Office group draws on the diverse practices and skills of more than 1,700 lawyers and other professionals working in Holland & Knight`s 32 offices around the world. When disputes and litigation become unavoidable, we have extensive experience representing individuals, family businesses and trust institutions in complex fiduciary, probate and probate disputes. Our experience includes breach of trust claims, accounting challenges, disputes between beneficiaries, trustees and executors, wills and fiduciary disputes, creditor claims, undue influence and incapacity, and joint property claims.
We have the knowledge, skills and track record to take these disputes to court. We support high-net-worth individuals and families around the world in the accumulation, management, transfer and protection of personal wealth. We are a recognized leader in trusts, estates and probate litigation, representing many of the world`s largest families, Fortune 500 executives and corporate trustees. Our experience stems from our founding, when J.P. Morgan selected White & Case in 1903 to form Bankers Trust Company. We have extensive experience at all stages of estate planning to protect the assets of individuals and families from excessive government and federal taxes, as well as from third parties. A plan may include preparing wills and trusts, developing a strategy to minimize and fund estate tax liabilities, and creating limited partnerships, corporations, limited liability companies, private foundations and other entities related to the ownership and transfer of family assets. and asset protection. Our lawyers prepare revocable and irrevocable living trusts, shared-interest charitable trusts, life insurance and juvenile trusts, settlor retained annuity trusts (GRATs), intentionally erroneous settlor income trusts (IDGITs), premarital and postmarital property arrangements, and continuing powers of attorney for health care and property management. Our full range of wealth transfer solutions includes: Coblentz has been serving high net worth families in the San Francisco Bay Area for over 125 years. Our clients benefit from our intimate and collaborative approach to planning the transition of their wealth for future generations.
Not all family offices offer full services. Deciding what services to provide or rent internally, then coordinating professional advisors and ensuring continuity of services are important parts of the discussion we have with our family office clients. For example, the tax return can still be done by long-time accountants. Similarly, some family offices oversee concierge services, such as house construction projects, while others refuse to provide personal services to the family. Our lawyers help assess the interests of trustees and beneficiaries to minimize the risk of conflict. Farella Braun + Martel`s Family Wealth group supports individuals, families, family businesses and trustees in the design and implementation of sophisticated personal wealth transfers and business succession planning. Many of the group`s customers are associated with companies represented by the company and therefore reflect the different industries Farella serves. This association provides an understanding of the business and personal issues specific to entrepreneurs and multigenerational family businesses.
We also represent individual and corporate trustees, including numerous national and regional banking and trust companies. Our lawyers have earned a national reputation for providing personalized and accurate advice on our clients` most sensitive and complex issues. With immediate access to the resources of our firm`s other practices – corporate, tax, real estate, litigation – we offer our clients a complete service. A 360-degree review examines the gap between business planning and estate planning. We provide a formal analysis of a client`s existing business structure and business documents, current estate plan, cash flow from all sources, charitable objectives, income tax issues, planning strategies to minimize transfer taxes, liquidity issues, domicile, distribution of collection items, family business succession planning and exit strategies. Our services necessarily extend beyond structure, operations, investment coordination and case management to domestic and international taxes, creditor protection, incentives for family office employees, employment and employment issues for domestic workers, non-disclosure agreements, regulatory matters, prenuptial and divorce matters, real estate matters, architectural contracts, insurance, works of art, aircraft, boats and intellectual property.