Margaret Rockwell Roisman
Our practice focuses on estate planning, probate and trust administration, including sophisticated gift and estate tax planning techniques, charitable giving, and business succession planning.
* Estate Planning
- Wills and revocable trusts
- Preparation of gift tax returns
- Planning for incapacity with durable powers of attorney and advance health care directives
- Life insurance trusts
- Personal residence trusts and grantor retained annuity and income trusts
- Business succession planning, including advice about family limited partnerships and LLCs
- Charitable remainder trusts, charitable lead trusts, and other planned-giving techniques
- Special needs trusts
- "Crummey" gift trusts and other irrevocable trusts for younger beneficiaries
- Dynasty trusts, generation-skipping transfer tax-exempt trusts, and other specialized trusts for long-term succession planning
* Trust & Estate Administration
- Post-mortem tax planning and trust administration
- Probate and other court proceedings
- Preparation of federal and California estate and gift tax returns with emphasis on valuation and disclosure issues, marital deduction reporting and allocation of GST tax exemption
- Administration of lifetime trusts
- Court-supervised and non-supervised accountings
Margaret R Roisman
Roisman Henel LLP
1999 Harrison St #1400
Oakland CA 94612
Tel: 510 466-6000
Fax: 510 466-6040
e-mail: mroisman@roismanhenel.com
Votes:23
Comments: 0