Dolgin Law Group, LLC

We're In Your Corner.

Estate and Gift Tax Planning

We're In Your Corner.

Estate and Gift Tax Planning

Dolgin Law Group has a vast array of planning techniques and tools that can be implemented for individuals and families.  From the simple Will, which allows a person to choose his or her Executor to administer his or her estate, to the Guardian to take custody of his or her children and/or disabled adults, to very complex plans including Marital Deduction Planning, Generation-Skipping and asset protection and much more.  There is an estate plan for every person and family, and  depending on individual needs, we offer alternatives and solutions to suit you best.

The following is an example of the devices and techniques available:

For gift and estate tax planning, drafting and execution of Wills, Trust (revocable and irrevocable) i.e. declarations of trust, defective Grantor Trusts, Generation-Skipping and Dynasty Trusts, Minor’s Trusts, GRATS, GRUTS, CRATS, CRUTS, Health Care and Property Powers of Attorney.  There is literally an "alphabet soup" of options available to our Estate Planning clients.

To provide for asset protection some of our solutions may include Discretionary Trusts or separately created entities including Family Limited Partnerships as well as Foreign Trusts.

We are also intimately involved in Estate and Trust Administration including all aspects related to decedent’s estates, Trust and Probate Administration, preparation of Gift and Estate Tax Returns, including valuation discounts and other tax planning techniques; managing Estate and Trust Administration, including preparation of accountings and fiduciary income tax returns; post mortem planning including qualified disclaimers fiduciary income tax elections, payment of decedent’s bills and expenses of administration; and the distribution of decedent’s estate, including the funding of any Trust required and finally the planning and administration of estates for minors and disabled adults.

The creation and implementation of Family Foundations has become a major planning device for persons with large IRA account balances, qualified plan benefits and other substantial deferred compensation assets.  It provides a means to fund charitable intentions, reduce estate tax and income tax consequences and provide families with the means to carry out charitable intentions. 

Our solutions also include succession planning for family businesses, including shareholder freezes, sales to defective Grantor’s Trusts and the transfer of business interests via Grantor Retained Annuity Trusts (GRAT).

  • Wills and Trusts (Revocable and Irrevocable)
  • Special Needs Trusts
  • Powers of Attorney, Health and Property
  • Asset Protection
  • Family Limited Partnerships
  • Charitable Gift Planning
  • Retirement Planning
  • Estate and Trust Administration
  • Trust Counsel Services
  • Income Tax Planning and Preparation
  • Family and Business Counseling
  • Buy/Sell Agreements
  • Pre and Post Marital Agreements
  • Planning for Domestic Partners
  • And moreā€¦

Our People

Our attorneys have a broad range of knowledge and experience in Estate and Gift Tax Planning, Asset Protection, Corporate Entities, Transactions, Partnership Agreements, Real Estate Transactions and much more.

Jay L. Dolgin

Principal, Estate and Tax Lawyer, also practicing Corporate Law

Hillary E. Yoder

Partner