My clients appreciate my thorough understanding of complex legal and tax concepts, as well as my ability to apply those concepts in ways that have practical application to their family and tax situations. I always try to explain such ideas in ways that are clear and comprehensible. It is important to me to gain rapport with my clients and make them feel comfortable, and therefore take a low-key, friendly approach.
In his long-established and highly regarded trusts and estates practice, Ted represents individual clients, as well as corporate trustees and fiduciary investment funds. With more than 30 years of experience in the area, Ted offers his individual clients personalized and sophisticated estate planning. He has deep experience with many planning vehicles, including wills, revocable trusts, GRATs, QPRTs, IDGTs, private foundations, charitable split-interest trusts, insurance trusts, family limited partnerships, and intra-family gifting plans, to name just a few.
Ted’s estate planning practice includes international as well as domestic clients. Many international clients plan to immigrate or have U.S. ties, including assets and investments in the United States, or family members who reside in the U.S. Ted enjoys the intellectual challenge of learning about the laws and practices of different countries and the stimulating international aspect of this work.
Ted also represents executors and trustees in the ongoing administration of estates and trusts, and has extensive experience in probate practice and litigation. Ted has represented estates with a wide variety of assets, including family owned and closely-held businesses, intellectual property, artwork and collectibles.