Trust & Estates

Curtis & Alves LLP specializes in domestic and international estate planning, offering expert advice on wealth management and transfer strategies for individuals and families. Our attorneys employ sophisticated techniques such as freeze and discounting strategies, closely held businesses, and trusts to facilitate seamless wealth transfer among beneficiaries.

We assist clients in forming entities and trusts, both onshore and offshore, while also leveraging life insurance and other liquidity techniques to optimize wealth transfers. Our estate attorneys advise, assist and handle probate and administrations in New York, Florida and New Jersey.

For non-resident aliens holding assets in the U.S., we provide comprehensive ancillary administration and estate tax filings, navigating the complexities of international tax treaties with ease. We specialize in establishing transnational arrangements for non-resident clients, minimizing U.S. and global tax liabilities through strategic trust structures and similar devices.

Partnering with private banking departments of major foreign banks and domestic financial institutions, we offer tailored legal solutions to address the unique needs of our clients. We are adept at handling legal, fiscal, and inheritance issues arising from unstable economies and governmental policies, drawing on our extensive knowledge of foreign laws and collaborating with specialized counsel when needed.

At Curtis & Alves LLP, we are committed to providing comprehensive estate planning services that empower our clients to preserve and transfer their wealth effectively, regardless of their geographic location or financial circumstances.