We are a full-service law firm, concentrating in Business Law, Corporate Law, Tax Law, Real Estate Law, Trusts/Estates Law, and Wills/Probate Law.

Please use this site to learn more about our highly experienced team of lawyers and professionals as well as our other services.

Leverage: Leverage is a factor by which a lever multiplies a force.  It is related to mechanical advantage.  We use leverage to approach legal problems from a business perspective.  We use reasoned analysis to determine the best methodology to resolve your legal issues.  We maintain a multi-disciplinary, multi-jurisdictional practice, staffed with Attorneys, CPA's, and MBA's.  Using leverage we can apply the same amount of work as a larger force and achieve better results using less force.  We have the experts and the resources to fully support your needs -- no matter how varied or complex.

Examples of Leverage: Estate Planning

We utilize leverage in estate planning to secure tax advantages in the planning and implementation of your estate.  Often leverage takes the form of credit shelter trusts (A/B trusts) which allow married couples to double their federal and state estate tax exclusions.  We may utilize leverage to defer taxes upon the death of an individual through the use of Qualified Terminable Interest Property (QTIP) Trusts. Careful planning also makes use of leverage by effectively utilizing annual exclusion gifts, organic asset transfers, and life insurance transfers (e.g., Irrevocable Life Insurance Trust or "ILIT"). Leverage may allow the conversion of a regular IRA to a Roth IRA or the discounting of an estate by triggering otherwise accrued but deferred income taxes -- reducing estate taxes by the payment of income taxes (ultimately payable).

Less obvious forms of leverage may come in more straightforward documents, such as powers of attorney, advanced health care directives -- simple but effective documents that may help avoid uncertainty, and even courtroom snafus.