Paige Ben-Yaacov's practice focuses on estate planning and estate administration. High net worth individuals, particularly those who have complex trust structures or who own interests in closely-held businesses, family limited partnerships, real estate and oil and gas assets, rely on Paige's experience to help them minimize federal gift and estate taxes, preserving assets in the client's family for future generations. She often helps clients with defined-value formulas, sales to intentionally defective trusts, reorganizing closely-held businesses, the creation of generation-skipping trusts, GRATs, QPRTs, family limited partnerships, buy-sell agreements, etc.
In Ms. Ben-Yaacov’s estate administration practice, she helps fiduciaries and beneficiaries understand, fulfill and exercise their rights and responsibilities. Executors of estates find Paige’s assistance in securing appraisals of hard-to-value assets, filing estate tax returns and funding trusts to be extremely helpful. Clients appreciate that Paige brings a very personal approach to her practice, building trusted relationships with her clients and their families that provide her with a deep understanding of their needs and desires for their estate planning.
Ms. Ben-Yaacov is a sought-after speaker on estate planning and administration topics, and has been quoted in articles appearing in The New York Times.