Estates & Trusts

Planning for the distribution of a person’s estate can be an uncomfortable process. Our tax and estate planning services will guide you through this process in an organized, logical and comfortable manner, working with your financial planning, legal and other advisors to ensure that your goals and desires are built in to your estate plan. Our experience and expertise allow us to work with a broad array of structures, ranging from relatively simple plans to the more complex.

Lipton’s experienced team will guide you through the various options available to achieve the optimal balance of flexibility and tax advantage in your estate plan.