Dan P Heller
Practices
* Corporate & Securities
* Distressed Property
* Environmental
* Government Relations
* Hospitality
* International Business
* Land Use
* Litigation
* Real Estate
* Real Estate Capital Markets
* Restructuring & Bankruptcy
* Tax
* Technology & Telecom
* Wealth Transfer
Personalized advice for every individual...
In this distinctly sensitive and personal practice, Bilzin Sumberg attorneys call upon their extensive knowledge, years of experience and close client relationships to aid both domestic and foreign clients in estate planning and wealth preservation. Taking into consideration families, assets and businesses, they work in tandem with clients, as well as their accountants and investment advisors, to create comprehensive wealth management strategies.
Bilzin Sumberg's Wealth Transfer Group provides distinctly personalized estate planning and wealth preservation services to domestic and foreign individuals, their families and their closely-held businesses. Our counsel includes traditional estate planning; advanced strategies to minimize estate, gift and generation-skipping taxes; multi-generational tax planning; international tax-planning for both citizens and non-citizens; implementing strategic charitable giving plans; protecting assets from an increasingly litigious society; establishing charitable organizations; probate and trust administration; and representing clients in all controversies and litigation arising from the administration of estates and trusts, including will and trust contests.
Depth And Experience
Bilzin Sumberg's highly qualified Wealth Transfer Group is one of the largest of its kind in south Florida, with over one hundred combined years of experience. Eleven attorneys in our firm hold advanced Masters of Laws degrees in estate planning or taxation and two of the Group's partners are Florida Bar Board Certified specialists in tax and wills, trusts and estates. Our Wealth Transfer attorneys are also frequently called upon to speak at conferences throughout the state, and write extensively on a wide array of estate planning and wealth transfer topics. Our Wealth Transfer attorneys are also consistently recognized by Chambers USA, Best Lawyers in America, Martindale-Hubbell, Florida Trend's "Legal Elite," Florida Super Lawyers and other widely regarded peer review rating groups and professional publications, for their expertise, experience and accomplishments on behalf of clients.
The robust size, experience and publicly recognized experience of Bilzin Sumberg's Wealth Transfer Group provides our clients with the depth of knowledge and technical support they require.
Representative Services
Bilzin Sumberg's Wealth Transfer Group attorneys provide counsel on a wide array of estate planning and wealth management matters. While no complete list of services is practical or possible, below is a representative sampling:
* Revocable Trusts, Wills and Irrevocable Insurance Trusts
* "Dynasty Trusts" for multigenerational tax planning
* Grantor Retained Annuity Trusts (GRATs)
* Qualified Personal Residence Trusts (QPRTs)
* Asset value discounting techniques with Family Limited Partnerships (FLPs) and Limited Liability Companies (LLCs)
* "Estate Freezing" techniques, including installment sales to intentionally defective grantor trusts (IDGTs)
* Business succession planning
* Transfer or sale of family businesses
* Asset protection planning with domestic or international structures
* Charitable Remainder Unitrusts (CRUTs), Charitable Lead Annuity Trusts (CLATs) and related charitable trusts
* Creation of private charitable foundations
* Probate and trust administration following the death of a loved one
* Litigation to protect an inheritance from the claims of others or to enforce a valid bequest
* Handling of tax audits and tax controversies
* International estate and income tax planning
Collaborative Approach
In the event that particular circumstances require additional areas of expertise, the Wealth Transfer Group can access the talents and expertise of the tax, corporate, litigation, real estate and other practice groups of Bilzin Sumberg. The Wealth Transfer Group also collaborates, where appropriate, with other professionals, including accountants and investment advisors, to coordinate the various disciplines into comprehensive estate planning and wealth management strategies for our clients.
Fellow - American College of Trust & Estate Counsel
Dan P Heller
Bilzin Sumberg Baena Price & Axlerod LLP
200 S Biscayne Blvd #2500
Miami FL 33131-5340
Tel: 305 350-7342
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