Trust and Estate Planning
An effective strategy for preservation of wealth requires intimate knowledge of the client’s financial affairs and an integrated plan including sophisticated tax, trust and estate management.
Uncertain times demand require ongoing evaluation and adjustments, taking into account the potential impact of legislation, the business environment and personal life events.
Changing times require ongoing evaluation and adjustments, accounting for the potential impact of legislation, the business environment and personal life events. Clients’ tax, trust and estate plans are reviewed by our team of specialists on an ongoing basis. This allows us to identify opportunities for tax-efficient wealth preservation and transfer.
Perelson Weiner recognizes and is committed to the value of being part of a strong positive working relationship between clients and other professional advisors. We work closely with all trust and estate advisors to develop and present coordinated planning recommendations that achieve clients’ tax and non-tax goals. When requested, we also provide family office management services including appropriate procedures and quality controls.
Our highly experienced professional advisors are well versed in achieving the objectives of high and ultra-high net worth, domestic and foreign individuals and families. Our clients routinely seek our counsel regarding charitable giving, gift and estate planning, domestic and foreign trusts, retirement, and business succession planning. We also address such estate and estate issues as pre-immigration and expatriation tax planning, structuring inbound and outbound investments, and mergers and acquisitions.
Perelson Weiner is staffed with professional advisors to handle complex tax, trust and estate matters. We manage streamlined and timely access to hedge fund and private equity K-1s; year-end tax estimate letters; tracking and preparation of other tax related documents.
The firm does not provide asset management or insurance products, nor do we accept any fees from other than our clients.