Adam A Gregory

Practice encompasses estate, tax and business planning and administration for high-net worth clients, including advice on estate tax, gift tax, generation-skipping transfer tax and income tax.

Drafting of wills, revocable trusts, power of attorney, health care directives and special purpose trusts such as dynasty trusts, GRATs, QPRTs, and ILITs.

Counsel clients with regard to wealth preservation, transfer strategies and tax matters, including the review and identification of the most beneficial assets to transfer wealth to younger generations. Research complicated issues associated with sophisticated estate, income and international tax planning for both businesses and individuals. 

Preparation of Federal and State Estate Tax Returns, New Jersey Inheritance Tax Returns, and Federal Gift Tax Returns, Forms 709. 

Review and analysis of foreign assets and income, preparation of applications to the IRS Offshore Voluntary Disclosure Initiative and Streamlined Filing Disclosures.