Kleinberg Kaplan has an extensive Estate Planning and Administration Practice. In both planning and administering estates, our objective is to help our clients achieve their goals with respect to the disposition of their assets with the least tax cost while minimizing the risk of potential claims of creditors. We also advise our clients on litigation regarding estates, trusts and related matters.
We are extremely sensitive to the many family and personal issues that arise in these matters and have earned the trust of our clients for our professionalism, discretion and knowledge.
From estates of $5 million to estates of many billions of dollars, Kleinberg Kaplan’s estate planning group has planned thousands of estates for a broad range of clients including:
We have extensive experience in planning for many different types of assets, held in the U.S. and abroad, including:
Our experience spans the usual and the more “exotic” estate planning techniques including:
We currently represent numerous estates in administration. Working with the executors and trustees, we handle all of the required legal matters, prepare or coordinate the preparation of all necessary estate and trust tax returns, and advise our clients on numerous related income tax matters. During the administration of an estate there are frequently opportunities for additional planning.
Our team has significant experience counseling families on the creation and operation of family offices. We provide family offices with comprehensive legal services including estate and tax planning, succession and continuity planning, asset protection, entity formation, regulatory and compliance advice and filings, and real estate leases and transactions.