Jeffrey R. Pittard
Partner
201-896-4100 jpittard@sh-law.comOur Estate and Wealth Transfer Planning group of attorneys advise clients on strategies that will permit wealth to be retained within the extended family over successive generations.
Partner
201-896-4100 jpittard@sh-law.comSophisticated Estate Planning & Wealth Preservation
This objective may be accomplished through the use of a wide range of techniques. Our attorneys possess expertise not only in estate and gift planning, but also in taxation of individuals, corporate and partnership, as well as asset protection. A successful, well-crafted Estate and Wealth Transfer Plan seeks optimal results in income taxation as well as estate and gift.
Our attorneys utilize all forms of trusts, such as Grantor Retained Annuity Trusts, Qualified Personal Residence Trusts, dynasty trusts, insurance trusts and charitable trusts. Our attorneys make extensive use of grantor trusts for income and estate tax benefits that enhance the overall effectiveness of an estate plan. We utilize and are familiar with limited liability companies and limited partnerships which are well known to the public as popular estate and gift techniques. We endeavor to preserve wealth across generations through the use of dynasty trusts and the judicious use of the generation skipping transfer tax credit.
Although taxation is a dominant motive in planning, minimization or elimination of taxation is not the only objective. Estate plans must be flexible and recent events have demonstrated that future events, although not foreseeable, may require adjustments. Drafting of trust instruments must anticipate that there will be a need to adjust and therefore, must strike a balance between flexibility and firm rules.
We also engage in international planning for individuals whose activities cross borders. The circumstance may be planning for a vacation home in the Caribbean or for extended family in Europe or China. We also utilize the laws of other nations in planning for such persons, especially where such laws provide flexibility or are better suited for the intended purpose. Our attorneys focus on the certainty and protection offered by tax treaties in arranging the client’s affairs and are capable of crafting means by which treaties may be accessed legitimately.
We welcome your inquiries and a meaningful discussion of your circumstances.
The firm`s core practices include:
The firm has several office locations includingNew York, NYLittle Falls, NJRed Bank, NJWashington, D.C.
OUR commitment to excellence, combined with our mission to deliver outstanding client service, has earned our firm a solid reputation.
Scarinci Hollenbeck is a business law firm based in New Jersey, New York, and Washington, D.C servicing clients worldwide.
If you have a legal need that is not mentioned, please contact us to discuss how we may help you.
Contact us today to learn more about how we can assist you.
At Scarinci Hollenbeck, our attorneys are forward-thinking professionals dedicated to the ongoing enhancement of their legal expertise. They stay informed of legal developments, engage in professional bar associations, contribute to legislative initiatives, and actively engage in speaking opportunities—all to provide the highest quality service possible.
In today's dynamic economy, businesses face complex challenges. We understand that these challenges require innovative, multi-faceted solutions. Through a collaborative, cross-practice approach, our attorneys leverage a wealth of experience across various legal disciplines to devise effective strategies tailored to meet our clients’ needs.
For over 35 years, Scarinci Hollenbeck has offered comprehensive legal services to businesses both locally and globally. Our attorneys draw on extensive industry knowledge, representing clients in sectors such as real estate, entertainment, technology, and energy. We take pride in the successful outcomes we consistently achieve.
Our commitment to being a client-first law firm is rooted in open communication, meticulous attention to detail, and adaptability. We work closely with clients to ensure a transparent process, earning their trust through comprehensive guidance. This steadfast commitment is why clients continue to rely on us for their most complex legal challenges.
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