About Me

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Hackensack, NJ, United States
Attorney at Law (NJ, NY, VA) Specializing in Trusts and Estates - Business Succession Planning. I currently focus on taxation law, with a particular emphasis on business advice, succession and estate planning. I draft complex commercial documents, trusts, wills and business succession plans in order to maximize the wealth of current principals and preserve closely-held and family businesses for the next generation of ownership. I serve as an advisor to corporate clients on such matters as partnership and shareholder agreements, protection of trademarks and copyrights, corporate/commercial transactions, including the formation, purchase, sale and restructuring of businesses and professional practices, and general corporate agreements.

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    Monday, August 24, 2009

    Case Study: Using the Charitable Remainder Trust to Simulate a Charitable Lead Trust

    Case Study: Using the Charitable Remainder Trust to Simulate a Charitable Lead Trust: "Most charitable remainder trusts are created with the intention of providing an income stream to the donors for their lifetimes with the remainder passing to charity at the conclusion of the trust term. In this case study, Mr. and Mrs.  Allen take advantage of a seldom used option that enables them to provide current annual gifts to charity as well.

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