Concentration

Estate planning and estate administration, particularly implementing strategies to save federal gift and estate taxes, as well as strategies to transition ownership of family businesses and legacy properties from one generation to the next

Summary

Richard Ramirez primarily handles estate planning and estate administration and representation of fiduciaries and beneficiaries in estate and trust administration. He focuses on the preparation of wills and trusts, lifetime transfers of assets and restructuring family owned businesses. His practice emphasizes the preservation of estates and the minimization of estate and inheritance taxes.

Publications, Speeches and Presentations

• "Estate Planning By the Numbers – Defined-Value and Other Formula Transfers," Estate Planning, May 2010 (Stephen Dyer, co-author)