Teams at Offit Kurman

Provide litigation support across commercial real estate, construction, regulatory, banking, litigation, and IP matters. Manage cases through all litigation phases: pleadings, discovery, motions, depositions, court appearances, and trial prep. Draft and argue motions, perform legal research, assist with strategy, collaborate with colleagues, and travel within California as needed.

Advise high-net-worth individuals and business owners on advanced estate, gift, and generation-skipping transfer tax planning; design tax-efficient succession plans (trusts, partnerships, charitable structures); collaborate on M&A and business succession matters; draft and review complex estate planning documents; manage trust administration and coordinate with accountants and advisors.

Provide comprehensive trusts and estates paralegal support including probate and Surrogate's Court filings, drafting estate planning documents, trust administration and funding, preparing deeds and tax returns, e-filing in New York, and client communication. Assist attorneys with Medicaid-related and fiduciary accounting tasks as needed.