Wealth Planning and Preservation

The aggregate wealth of ADLG’s core client base exceeds $10 billion. Our dedicated team of attorneys has been structuring dynasty trust plans for more than 20 years and focusing on developing and implementing smart and creative strategies to meet our clients’ goals. While tax planning is a key component of every strategy, for most of our clients the primary goal of wealth planning is not the mere “transfer of wealth.” Rather, for them a successful plan instills in their heirs and successors core values and wisdom-based skills in financial and social matters that last for generations. These values and skills include:

  • business, asset and financial management
  • education
  • employment
  • philanthropy
  • volunteer and charitable activities
  • social responsibility

A plan that successfully meets our clients’ goals requires creativity, flexibility and structure, and is achieved through thoughtful, deliberate discussions with the client, family members and trusted advisors.

We work closely with our clients’ independent and in-house accounting, legal, and financial advisors to facilitate this dialogue. Our knowledge of income, estate, gift and generation-skipping transfer tax laws enables us to maximize the portion of an estate or trust that passes to beneficiaries.

Trust and Estate Administration and Litigation

With our extensive experience in the administration and distribution of trusts and estates, we efficiently resolve the complex issues clients face during the difficult times that follow the death of a family member. We offer objective guidance to trustees, executors and beneficiaries in contested and uncontested matters. Usually, we’re able to resolve contested matters through settlement negotiations or non-judicial dispute resolution. However, when litigation is inevitable, we work closely with litigation counsel to achieve the best possible results for our clients.

Charitable Tax Planning

Our extensive charitable planning practice includes the design and implementation of charitable strategies that achieve our clients’ tax and philanthropic goals. In addition, we help our clients form charitable foundations and other entities that institutionalize their family’s philanthropic values for future generations.

We advise directors and trustees of charitable organizations regarding their fiduciary duties and the unique tax laws applicable to their charities. We also actively participate on the boards and committees of public and private charitable organizations.

Tax Controversy

When our clients are audited by the Internal Revenue Service or other taxing authorities, we vigorously and effectively guide them through the tax controversy process. In most cases, we negotiate settlements favorable to our clients. If needed, however, we litigate tax disputes in the U.S. Tax Court and other federal courts. Our practice covers income, gift, estate and generation-skipping tax controversy matters and includes:

  • federal, state and international tax controversy
  • Internal Revenue Service audits and appeals
  • competent authority matters
  • trial and appellate litigation

Complex Conservatorship and Guardianship Cases

We have significant experience with complex conservatorship and guardianship cases. Because these proceedings involve the potential deprivation of fundamental rights and liberties, we proceed with utmost caution to ensure that the proposed disabled person receives a fair hearing and retains all the rights and powers to which he or she is entitled.