Theodore A. Hellman

Intro

Ted has extensive experience in family wealth planning for more than 45 years. His practice includes estate planning, trust and probate administration, and planned charitable giving. He often speaks on estate planning and planned charitable giving techniques.

Ted's focus is on planning and drafting to achieve clients' personal estate planning and transfer tax-saving objectives through designing creative and advanced planning solutions. He has particular knowledge in planning with specialized trusts such as intentionally defective grantor trusts (IDGTs), grantor-retained annuity trusts (GRATs), and qualified personal residence trusts (QPRTs); in establishing Family Limited Partnerships and Limited Liability Companies for operational, discounting, and business succession planning; and in planning and implementing techniques to achieve both lifetime and testamentary charitable objectives.

Emanating from the personal nature of estate planning, Ted serves as a family advisor role for many clients, assisting them with personal and family issues, and also with business, real estate, litigation, and real and personal property issues they encounter in their daily and business lives.

Areas of Focus

Education

Admissions and Courts