Ben designs and implements complex estate plans for high-net-worth individuals, which include some of the following concepts: sophisticated irrevocable trusts, split-dollar agreements and family partnerships. He also develops core estate planning documents such as wills, revocable living trusts, financial powers of attorney and healthcare powers of attorney. Ben has helped numerous fiduciaries and beneficiaries in connection with the administration of estates and trusts, including estate tax returns and audits.
Ben is frequently called upon by his clients to help them pass their business to younger-generation family members and others in a tax-advantaged and creditor-protected manner. He also advises individuals on how to transfer their real estate and other assets to children and grandchildren.