ESTATE AND ASSET PRESERVATION

Berliner Corcoran & Rowe LLP helps clients to evaluate and achieve their estate planning and asset preservation goals. We provide effective solutions to achieving those goals, including minimizing taxes. BCR has a customized and flexible approach. The firm has represented a variety of individuals, including high-net worth individuals, diplomats and international organization officials, non-resident and resident aliens, business people, and professionals. It has also assisted persons with assets in many countries. Our work focuses on:

  • Asset Management - We analyze the situation of the clients so that they are comfortable with a plan to achieve their goals.
  • Pre-Crisis Planning - We help the client identify problems and address issues before they trigger a crisis and so that clients can plan for alternatives in the event of a crisis.
  • Probate Avoidance - We help plan and implement techniques to avoid the expense and trouble of probate in appropriate cases.
  • Long-Term Care - We help identify and address, where appropriate, long-term care issues, including insurance, residence and benefit program options, and protecting assets for the community spouse.
  • Probate - We handle probate work and post-mortem issues.

    • Our Services Include:

  • Estate Planning, including multi-country situations
  • Income Tax Planning
  • Wills, complex and simple and multi-country
  • Limited Liability Companies and Partnerships
  • Powers of Attorney
  • Advance Directives for Health Care
  • Trusts, including Revocable, Irrevocable, Marital Deduction, and QDOTs
  • Charitable Trusts and Foundations
  • Generation Skipping Transfer Taxes
  • Litigation, Including Transnational Litigation, to Recover Assets for Heirs

    • BCR's estate planning group includes: Wayne H. Rusch, Richard Landfield, Bruce Zagaris, and Mary-Ellen Noone.