Shepherd, Finkelman, Miller & Shah, LLP (SFMS), provides domestic and international estate-planning services. We have a broad range of expertise in protecting assets, minimizing taxation and protecting your family from unexpected events.
Our attorneys go beyond traditional estate planning in that we seek to preserve wealth across multiple generations using such techniques as:
- Gifting strategies
- Tax-effective charitable trusts
- Dynasty trusts
- Irrevocable life insurance and other trusts
- Family limited partnerships
- Cross-border tax planning
Through proper estate planning, you can control your assets during your lifetime, keep your family's finances private, and protect your wealth for generations to come from issues such as estate taxes, lawsuits, creditors and divorce. With offices in California, Connecticut, Florida, New Jersey, New York, Pennsylvania and Wisconsin, as well as a network of international affiliates, out lawyers provide both domestic and international tax planning to help you effectively protect your income, your assets and your beneficiaries.
Our lawyers also draft legal documents to protect your assets in the event of a disabling illness or accident, so that a trusted person could step into your shoes without the publicity of a guardianship proceeding.
For a more extensive discussion of your estate-planning goals, we invite you to contact SFMS to arrange a confidential consultation with one of our attorneys.