Estate Planning

Lera Tiberini offers a full range of estate planning services. If the complexity of your estate plan relates to a special situation, such as a special needs child, a spendthrift beneficiary or a blended family, we have the skills and creativity to help you refine your objectives and craft a plan that will give you peace of mind. We can help you with sophisticated estate planning situations, such as entity ownership and succession, the distribution of large qualified plans, and planning for grandchildren.

Lera Tiberini offers a full range of services related to wealth transfer taxation. Our attorneys are well versed in sophisticated high net worth planning involving lifetime gifting as well as the administration of large estates, including all related estate, gift, income and property tax related planning issues. Our work also includes preparation and review of federal estate tax returns (Form 706) and gift tax returns (Form 709), including audit representation.

Our services include sophisticated irrevocable trusts, such as grantor retained annuity or uni-trusts (GRATS or GRUTS), generation skipping and dynasty trusts, grandchildren’s educational trusts, special needs trusts, and other complex trust arrangements. We also offer services in charitable planning, including charitable remainder and lead trusts, foundations and contributions.

We also carefully consider entity formation (family limited partnerships, S-corporations and limited liability companies) as necessary for liability protection and centralized management.

Lera Tiberini offers a full range of business succession planning services. Whether your business is family owned by a consortium of cousins or you are in a partnership of unrelated persons, we understand that your business is personal.

Whatever your advanced estate planning needs, we have the skill, experience and sophistication to expertly handle it.