At Seltzer Caplan McMahon Vitek, we believe a good estate plan is enhanced by wisdom and achieved by working with those who have come to understand the possibilities and responsibilities that wealth and success can bring. We also respect the personal nature of the process and the critical role that family dynamics and interpersonal relationships play in determining whether various estate planning techniques are appropriate for our clients.
SCMV’s estate planning and administration attorneys work with individuals and families of all walks of life and have particular expertise working with high-net-worth individuals and families, including those with closely-held businesses. We are expert in all aspects of estate tax, gift tax and income tax, and we specialize in creating plans to protect the interests of family members and heirs, to manage our clients’ assets to benefit charities, to address gift and estate tax issues and to translate the aspirations of our clients into a legally sound and sustainable plan.
All forms of revocable and irrevocable trusts, including:
- generation skipping trusts
- life insurance trusts
- qualified domestic trusts (QDOTs)
- charitable remainder and lead trusts
- minor education and gift trusts
- qualified personal residence trusts (QPRTs)
- special needs trusts