Practice Areas

LITIGATION GROUP 

Glen Waldman leads our litigation group, which is widely recognized for its success in complex litigation and arbitration matters.  Having successfully brought cases to trial and arbitration, locally, nationally and internationally, the members of this group have developed a reputation among peers and clients for skilled representation and the ability to develop and execute the appropriate strategy for each matter and client.  Our litigation group practices in the following areas: 

Business Litigation  

*Complex Commercial & Business Litigation
*Construction & Development Litigation
*Real Estate Litigation
*Employment Litigation
*Intellectual Property Litigation
*Probate & Trust Litigation
*Partnership & Contract Disputes 

Business Consultation 

*Contract Review and Formation
*Business Strategic Planning and Asset Protection 

Reinsurance and Insurance 

*Reinsurance Arbitration and Litigation Disputes
*Insurance Coverage Law
*Insurance Defense Litigation 

WEALTH PRESERVATION & TAX PLANNING GROUP 

Board Certified Wills, Trusts and Estates Attorney, Dan Heller, leads this group, which provides the full spectrum of asset protection estate planning, estate and trust administration and business succession services.  The members of this group have developed a reputation among peers, client advisors and clients for the ability to develop and execute client specific strategies for U.S. residents, non-residents, individuals, charitable organizations and business entities.

While no complete list of services is practical or possible, below is a representative sampling:

*Revocable Trusts, Wills and Irrevocable Insurance Trusts
*"Dynasty Trusts" for multigenerational tax planning
*Grantor Retained Annuity Trusts (GRATs)
*Qualified Personal Residence Trusts (QPRTs)
*Asset value discounting techniques with Family Limited Partnerships (FLPs) and Limited Liability Companies (LLCs)
*"Estate Freezing" techniques, including installment sales to intentionally defective grantor trusts (IDGTs), private annuities and sales utilizing self cancelling installment notes (SCINS).
*Business entity creation and structure
*Business succession planning
*Transfer or sale of family businesses
*Asset protection planning with domestic and offshore structures
*Charitable Remainder Unitrusts (CRUTs), Charitable Lead Annuity Trusts (CLATs) and related charitable trusts
*Creation of private charitable foundations
*Probate and trust administration
*Determination of incapacity proceedings and guardianship administration
*Litigation to protect an inheritance from the claims of others or to enforce a valid bequest
*Handling of estate tax audits and tax controversies
*International estate tax planning
*Post mortem tax planning and modification of “irrevocable” trusts