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 Stuart A. Hammer, 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: Stuart A. Hammer,Arthur J. Giacomarra, 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: Stuart A. Hammer,Arthur J. GiacomarraChristopher 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: Stuart A. HammerArthur J. Giacomarra
  • Have obtained guardianships for mentally incapacitated individuals, and have successfully resisted attempts to impose guardianship on individuals when not appropriate. Attorney Responsible: Stuart A. HammerArthur J. Giacomarra
  • 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: Stuart A. HammerArthur J. GiacomarraMarvin S. SilverChristopher R. Mitchell
  • Represented numerous trustees and beneficiaries in trust litigation. Attorneys Responsible: John A. MavricosDavid A. Wojcik
  • 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: Marvin S. Silver
  • Successfully represented several multi-million dollar estates in will contests based on claims of undue influence and lack of testamentary capacity. Attorneys Responsible: John A. Mavricos
  • Obtained judgment in favor of proponent of will against claims that testator was not competent as the result of medication being taken for various ailments. Attorneys Responsible: John A. Mavricos
  • Successfully defended claim of non-family member who was named as sole beneficiary of estate against claims of family members who were excluded from will of wealthy relative. Attorneys Responsible: John A. Mavricos

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