Trusts, Estates and Taxation

Trusts, Estates and Taxation

At CHWM, our attorneys have extensive experience in Estate Planning, Trust and Estate Administration, and Tax Compliance and Planning. Led by partners Arthur Giacomarra and Marvin S. Silver, some of our more notable representations include:

  • Have drafted numerous estate plans requiring the use of revocable trusts, irrevocable trusts, intentionally defective grantor trusts, grantor retained interest trusts, asset protection trusts, income-only (or Medicaid) trusts, charitable remainder trusts, charitable lead trusts, and private foundations. Attorney Responsible: Arthur J. Giacomarra, Marvin S. Silver, Christopher R. Mitchell
  • Have used corporations and limited liability companies with provisions in their governing documents to transfer beneficial ownership and control to junior family members as part of estate planning for senior family members at a reduced gift or estate tax cost. Attorney Responsible: Arthur J. Giacomarra, Marvin S. Silver, Christopher R. Mitchell
  • Successfully obtained favorable gift, estate and income tax treatment for a sale of stock to an intentionally defective grantor trust using a self-canceling installment note, saving clients over $2,000,000. Attorney Responsible: Arthur J. Giacomarra, Marvin S. Silver
  • Have drafted numerous estate plans involving both tax minimization and non-tax related family issues, with documents including will, trusts (revocable and irrevocable), health care proxies, durable powers of attorney, and property-transfer documentation. Attorney Responsible: Arthur J. GiacomarraMarvin S. SilverChristopher R. Mitchell, John E. Shields
  • Represented numerous trustees and beneficiaries in trust litigation. Attorneys Responsible: Donald C. Keavany Jr.
  • Have administered many estates and trusts which have included probate administration and the preparation of federal and state estate tax returns, and have successfully negotiated proposed audit adjustments with tax authorities. Attorneys Responsible: Arthur J. Giacomarra, Marvin S. Silver, Christopher R. Mitchell

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