Eric Wilen

Background

About Eric Wilen

Experienced attorney representing high net-worth individuals and families with customized estate planning solutions which have been designed to meet to their specific goals for transferring wealth while preserving the estate using tax efficient wealth transfer techniques like irrevocable life insurance trusts, intentionally defective grantor trusts, family limited partnerships, qualified personal residence trusts, grantor retained annuity trusts and private annuities. Expertise in representing both individual and corporate fiduciaries in all aspects of estate and trust administration including probate proceedings, preparing estate and income tax returns, allocating assets to marital, family and other successor trusts while preserving any generation-skipping tax elections, resolving disputes among family members concerning undue influence and fiduciary decisions, estate and trust accountings, and final settlement with beneficiaries. Experienced attorney in counseling entrepreneurs with decisions relating choice of business entity and Corporate and LLC governance issues. Often acting as general counsel for small and middle market businesses with leases, contracts, mergers, acquisitions, divestitures and employment matters. Using extensive tax and estate planning experience to develop customized business succession plans to preserve business legacies for future generations. Experienced in representing couples and young families in preparing wills which designate appropriate guardians for young children and preserving assets for them until they reach maturity. Working with seniors by designing revocable “living” trusts to hold their assets, preparing powers of attorney to protect their property and preserve their desires concerning health care and assisting with guardianship proceedings for disabled adults.