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Estate Planning

Complex and sophisticated estate planning for individuals and families.

Estate planning

For fifty years, Michael R. Friedberg’s practice has focused on complex and sophisticated estate planning and administration, trust management, and the development and implementation of multi-generational tax strategies.

His practice is centered on the preservation, administration and transfer of substantial family wealth. Sophisticated planning may involve trusts, closely held businesses, family governance, charitable interests and fiduciary responsibilities, and ultimately the administration of estates and trusts.

In his words

The preservation, administration and transfer of substantial family wealth

  1. Preservation
  2. Administration
  3. Transfer

Noted by Chambers and Partners

Real estate succession

Chambers and Partners notes real estate succession among the focuses of the firm, alongside offshore planning, private foundations and tax planning.

One of his lectures

“Wills of the Rich and Famous”

Among his professional presentations, with “Grantor Trusts” and courses at continuing legal education seminars in several States. Teaching, Speaking and Writing