Diserio Martin O'Connor & Castiglioni LLP

Tax and Estate Planning

Our firm has been servicing the estate and tax planning needs of our clients for almost six decades. With a focus on advising wealthy individuals and families, we provide a full range of trust and estate services, including drafting of wills and trust instruments, partnership, limited liability operating agreements and other related estate planning documents such as health care proxies, living wills and powers of attorney. We also provide assistance and advice on charitable giving and the preparation of estate and tax planning documents that have enabled our clients to transfer wealth tax-free to their children, grandchildren or charitable foundations.

We prepare estate and tax plans that are tailored to the individual goals and aspirations of each client by making use of sophisticated tax-efficient vehicles such as lifetime retained-interest trusts, grantor trusts, offshore trusts, life insurance trusts charitable trusts and intrafamily sales and transfers. We have also created family limited partnerships and limited liability companies to hold individual or family business assets and investments that minimize taxes, reduce exposure to creditors and insure that these assets are transferred to the intended beneficiaries while maximizing flexibility to deal with family disputes regarding management, ownership and ultimately the sale of those assets.