Estate and Gift Planning
Personal Financial and Retirement Planning
Litigation Support and Forensic Accounting
Succession Planning
Executive Search and Recruiting
Personal Records Management
Turnaround and Recovery
SEC Practice
Banking Relations

Estate and Gift Planning

Federal and State governments have made substantial changes to the estate and gift tax laws. While the federal estate tax exemption will increase through 2009, gift tax exemptions and State estate tax exemptions are more limited. When combined with possible estate planning repeal (and limited basis step-up) in 2010, most high net-worth individuals will need to revisit their estate plans and their wills to achieve their goals.

Berenson has substantial experience in working with clients and their attorneys to develop estate plans that both achieve our clients' lifetime giving and testamentary wishes while at the same time melding the plan with a view to minimizing current income tax implications and facilitating retirement planning.