Our attorneys design estate plans to protect our clients’ assets and assist in the transfer of wealth to the next generations, with minimum tax implications. We rely on both complex and simple planning techniques that address the individual needs of our clients. Our team prepares wills, living wills, durable powers of attorney, revocable “living” trust agreements, irrevocable trust agreements, family limited partnerships, corporations, charitable trusts and foundations, and other trusts that leverage gift tax transfers.
When providing Business Succession Planning to small and medium-sized business owners and family businesses, our primary goal is to help maximize the owner’s financial security upon the transfer or sale of business ownership and responsibilities. Our attorneys also develop plans to facilitate the continued operations of the business entity by the new owners or next generation.
Our practice’s ability to handle corporate and commercial transactions, in addition to implementing effective estate planning measures, enable Wells, Jaworski & Liebman attorneys to serve as the sole resource or general counsel for clients’ personal and business needs alike. Our Tax, Trusts and Estates Group represents clients before the IRS and the Division of Taxation in income, business, personal, and estate and gift tax controversies.
Our attorneys frequently work with accountants, investment advisors, trust officers, insurance professionals and other advisors to help clients formulate asset protection planning, lifetime gift giving programs, and wealth succession planning. Our trusts and estate planning attorneys and paralegals also assist fiduciaries in administering estates and trusts, while advising executors and trustees on post-mortem tax planning options. They prepare estate, inheritance and gift tax returns, value estate assets, handle tax audits, and prepare accountings to settle an estate or trust. Finally, if a dispute arises with respect to any area of this practice, we are highly qualified in dispute resolution and prepared to go to court when necessary.
Described below is a representation list of our sub-areas and experience within this area of practice:
- Business Succession Planning
- Charitable Planning
- Estate Accounting
- Estate Probate and Litigation
- Estate Tax Disputes
- Estate Tax Returns (State and Federal)
- Elder Planning
- Family Estate Planning
- Generation Skipping Planning
- Grantor Trusts
- Gift Tax Returns
- GRATs, CLAT, CLUTS, SLATs, CRTs, ILITS
- Guardianship and Conservatorships
- Intentionally Defective Grantor Trusts
- Healthcare Directives
- Last Will and Testaments
- Living Wills
- Medicaid Planning
- Pour-Over Wills
- Power of Attorneys
- Public Charities and Private Foundations
- Revocable and Irrevocable Trusts
- Special Needs Trusts
- Will and Trust Contests
Our Tax, Trusts and Estates Group Team:
Mark Balian
Chairperson and Administrative Partner
Ryan J. Byrnes
Associate
Gary S. Poplaski
Associate