18 Oct 2018 / 11:56 GMT
01 Services Overview
02 Tax Services
03 Financial Planning
04 Trusts & Estates
05 Litigation Support
06 Assurance
07 Advisory
08 Secure Document Exchange
Services
Trusts & Estates
 

 
Depending on each client's requirements and desires, we can limit our counsel to a single issue, or provide advice on a broad range of personal or family goals and how best to achieve them.
  • Generating Sensible Estate Planning Solutions


    Weygandt, Nesarajah & Company has extensive experience developing sophisticated estate plans for wealthy individuals and families. These plans are designed to reduce potential tax burdens within the context of the client's overall estate-planning objectives. We use sophisticated planning vehicles tailored to each client, including specialized trusts, family-limited partnerships, limited liability companies, and private charitable foundations.
     
    The Trusts and Estates Section is primarily responsible for assisting individual clients and families in achieving their wealth transfer and estate planning objectives. The Trusts and Estates Section provides uniquely integrated and comprehensive income, fiduciary and transfer tax advice to its clients that takes into account the current and projected changes in the tax laws affecting our clients' planning.
     
    With public companies, employee benefits often are at the core of an executive's wealth. We frequently work with these executives on estate planning for stock option plans, ESOPs, retirement benefits, compensation plans, restricted stock and fringe benefits, and compliance with relevant securities laws.
     
    With private and closely held companies, thoughtful, creative estate planning is required to achieve the client's objectives. We counsel owners of these businesses on alternatives for transferring ownership and control to the next generation, and in solving liquidity concerns associated with estate taxes.
     
    The firm's Trusts and Estates practice is characterized by sensitivity to our clients' goals, which are often very personal in nature. The Trusts and Estates practice ranges from all of the traditional aspects of personal estate planning (including the preparation of revocable trusts, wills, irrevocable trusts and family business entities) to estate, trust and guardianship administration. The practice also includes particular expertise in succession planning with life insurance, employee and retirement benefits and business interests. The Trusts and Estates Section advises the firm's clients on charitable giving and has extensive experience in the establishment and operation of private and publicly supported charitable organizations.
     
    We also provide significant services to non-citizens and non-resident alien individuals to assist them in structuring an estate and business succession plan that addresses the unique tax rules applicable to them. We provide comprehensive services in the area of international estate planning, including planning with foreign wills, offshore trusts and offshore business entities.
     
    As the tax law affecting closely held businesses changes, we continually develop new techniques for the smooth transfer of management and ownership.
     
  • Providing Qualified Estate and Trust Management


     
    The Trusts and Estates Section represents numerous multimillion-dollar estates and trusts, many of which involve portfolios with such diverse and complex assets as art collections, closely held business interests, real estate held for development, mineral interests, patents, and copyrights. We assist in the administration and management of these estates and trusts, and counsel the beneficiaries in regard to tax-saving techniques. Weygandt, Nesarajah & Company partners can also serve as executors or trustees when appropriate.
     
    Our services also include preparation of estate and fiduciary income tax returns, maintenance of computerized trust accounting systems, and representation of fiduciaries before the Internal Revenue Service.
     
  • Offering Varied Services for Diverse Needs


    Estate, Trust, Tax, and Valuation Litigation


    Assisted by members of Weygandt, Nesarajah & Company's Tax, Valuation & Fiduciary Litigation team, we can offer clients extensive experience in trust construction, enforcement and modification suits, will and trust contests, suits to surcharge or remove fiduciaries, and negotiation of private settlement agreements to resolve such litigation out of court. In addition, our attorneys frequently represent estates in complex estate and gift tax audits and litigation.
     

    Charitable Organizations


    Members of the Estates &Trusts Practice Group have extensive experience in forming private foundations, donor-advised funds, charitable remainder trusts, and charitable lead trusts for individual estate planning clients. We also represent a large number of charities. For all charitable organizations, we can advise on developing planned giving programs and establishing such charitable gift vehicles as annuities and pooled income funds.