Todd Douglas Kaplan

Todd develops plans that address the client’s family and business objectives. He regularly advises businesses and individuals in connection with the creation of corporations (regular and S corporations), partnerships and limited liability companies. His representation of business entities include sales and purchases of businesses, advice on choice of entity, formation, operations, conduct of corporate meetings, employment and non-compete agreements.

Works with clients in developing and implementing an overall estate plan that recognizes the client’s specific estate planning needs and objectives, and where possible, maximize tax benefits. Assists all clients from simple wills to complicated estate, gift and generation skipping transfer tax planning.

In representing individuals and fiduciaries in trust and probate matters, Todd provides post mortem advice to trustees, personal representatives and beneficiaries in probate and trust administrations, both domiciliary and ancillary. Related activities for estates regularly include the preparation of estate tax returns.