Todd Kaplan Email & Phone Number

My law practice is "tax-based"; primarily practicing in the firm's Trusts and Estates, Taxation and Corporate/Business practice groups. Wills, Trusts and Estates: I work closely with my clients to provide a full range of estate planning services ranging from the preparation of basic foundational documentation designed to protect clients and their families (simple wills, omplex wills, revocable trusts, living wills, health care surrogates and durable powers of attorney) to the utilization of advanced legal techniques which help clients take full advantage of tax benefits (life insurance trusts, dynasty trusts, family limited partnerships, irrevocable trusts, qualified personal residence trusts, minors' trusts, and charitable trusts). After the death of a loved one, I routinely represent the designated fiduciary and provide post mortem advice to trustees, personal representatives and beneficiaries in trust and estate administration matters, both domiciliary and ancillary. Related activities for estates regularly include the preparation of estate tax returns, when necessary. Corporate/Business Law: My practice also consists of works in the firm’s tax and corporate practice groups in developing plans that address the client’s family and business objectives. Many of my clients own businesses that often consist of one of their most valuable assets. Therefore, a comprehensive estate plan typically incorporates an effective business plan. As part of my business practice, I regularly advise clients in connection with the creation of corporations (regular, not-for profit, and S corporations), partnerships and limited liability companies. Further, my representation of business entities include sales and purchases of businesses, choice of entity, company formation, operations, conduct of corporate meetings, succession planning, dissolutions, employment and non-compete agreements.

Listed skills include Estate Planning, Commercial Litigation, Civil Litigation, Litigation, and 14 others.