Steven Cox

Steve focuses his practice on estate planning, family business succession planning, probate matters, estate and trust administration, charitable planning/nonprofit institutions, trust and estate litigation and business and tax matters. He represents individuals and business clients in a wide range of tax, estate, and succession planning matters. Experience Developing multi-generational wealth and family business transfer plans Tax and succession planning for closely held businesses and business owners Sophisticated estate tax planning with GRATs, ILITs, QPRTs, grantor trusts, and discounted entities Lifetime wealth preservation planning for individuals and professionals, including planning using domestic asset protections trusts Charitable planning using trusts, private foundations, and public charities Preparation and defense of estate and gift tax returns Drafting and negotiating premarital agreements Representing individual and corporate trustees with respect to trust interpretation, distribution of assets, operations, trust modification and trust litigation Representing trust beneficiaries with respect to distribution of assets, beneficial rights, trust modification, trust litigation and claims of breach of fiduciary duties