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We provide comprehensive legal representation for estate and succession planning to families and individuals, estates and trusts, closely-held businesses and charitable organizations. We offer counsel for:
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Gift and estate planning
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Trust and estate administration
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Tax planning for art transactions, with a focus on sales tax concerns
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Charitable giving
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Foundation management and regulatory compliance
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Business succession planning
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Other worksheets and forms
TEMPORARY GUARDIANSHIP FORM
DIGITAL ASSETS WORKSHEET
ESTATE PLANNING SELF CHECK-UP
PREPARDNESS PLANNING CHECKLIST
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