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Estate Planning/Wills

Sassoon & Cymrot’s tax and estate planning lawyers bring a personal touch to this important process. We help our clients devise an estate plan sensitive to both tax issues and their individual concerns and needs. The services we provide include estate planning, tax advice and planning for key corporate executives and owners of closely-held businesses, including guidance on business succession issues; establishing and administering gifting programs; advising individuals on charitable gifting; and serving as counsel in trust, estate and tax litigation. Our attorneys prepare wills, revocable trusts, irrevocable trusts, powers of attorney and health care proxies, as¬†appropriate.

Our services include designing complex estate plans for clients to manage tax liability through use of generation-skipping trusts; representing estates involving issues such as art collections, real estate holdings and family-run businesses; and providing personal estate plans including compensation packages for key executives.

Our attorneys assist clients who want to transfer ownership and control of family businesses, family homes, or other property to younger generations. We create entities that permit clients to make lifetime transfers of significant assets at a discount. We also counsel individuals regarding charitable donor programs and private foundations, administration of sizable gifts and bequests, and tax advice with regard to qualified plans, IRAs, deferred compensation and other retirement benefits.

Attorneys

Weisman, Barry, Practice Leader

Barrasi, Sheila
Salon, Stephen
Wittlin, Scott

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