We advise our domestic and international clients on a broad spectrum of legal needs, including: estate and tax planning; business succession issues; litigated Surrogate's Court cases; trust and estate administration; lifetime transfers of wealth; and private foundations. We handle many of our clients' tax issues, including controversies with the Internal Revenue Service and other taxing authorities.
Personal representation partner Loretta Ippolito delivered a presentation, “Planning Techniques Using Grantor Trusts,” as part of the NYU School of Professional Studies Tax Conferences. The presentation explored and explained the appeal of the grantor trust, what makes an irrevocable trust a grantor trust, and how it is deployed. The event was held at the Westin New York.