PRIVATE CLIENTS GROUP

Overview


Cassin & Cassin’s Private Clients Group offers a full range of sophisticated trust‐ and estate‐related services to individual clients. Private Clients professionals focus on tax planning for individuals, fiduciaries and charities. Their solutions‐driven approach allows clients to meet their family goals and business objectives in a structured, pragmatic and cost‐effective manner. The Private Clients Group communicates periodically with clients to help them stay current on estate‐planning issues that may affect them.



Estate Planning


The Private Clients Group assists individuals with the development and implementation of their estate plans, including the preparation of wills, trust agreements, family limited partnership agreements, powers of attorney, health care proxy designations and living wills. Each plan is tailored to the client's specific needs and is designed to ensure the orderly disposition of assets while minimizing transfer taxes.

Cassin’s trusts and estates attorneys in the Private Clients Group leverage the expertise of the Real Estate Group to develop estate plans for individuals with large real estate holdings in order to facilitate the transfer of real property in their trust and estate matters. Alternatively, Cassin real estate attorneys are available to advise individuals on the disposition of specific real estate holdings and to implement client‐ directed plans.



Trusts & Estates Administration


Individual and corporate fiduciaries—including executors, administrators, personal representatives, trustees, custodians, guardians and attorneys‐in‐fact—are advised on the interpretation of wills, trust agreements, powers of attorney and court orders. In addition, Cassin & Cassin staffs a strong administration, management and distribution of property.

The group handles all aspects of estate administration, including:

>> Probating wills
>> Obtaining appraisals
>> Collecting, analyzing, distributing and selling assets
>> Paying debts, legacies, taxes and expenses
>> Collecting tax data for fiduciary tax returns
>> Annual accountings
>> Representing fiduciaries in the judicial settlement of accounts and preparing
     receipt and release agreements for the informal settlement of accounts.

The Private Clients Group provides income tax planning for estates, trusts and their beneficiaries, the review and filing of fiduciary income tax returns, as well as post‐mortem planning using disclaimers and various elections.

The Private Clients group is frequently called upon to review and settle both voluntary and involuntary accounts. Our professionals in the Private Clients group can serve as executors, personal representatives and trustees.



Charities & Charitable Planning


The Private Clients Group helps clients with the timing and structuring of charitable gifts to maximize income and transfer tax benefits. Clients are advised on the creation, management and administration of tax‐exempt organizations, including private foundations.