Leila Dal Pos primarily advises individuals, business owners and principals of private equity and hedge funds in the areas of wealth preservation, estate and tax planning, philanthropy and business succession planning. She is certified as an Accredited Estate Planner® (AEP®) by the National Association of Estate Planners & Councils. She serves as professional trustee of private trusts, and counsels individuals and financial institutions regarding probate and trust administration issues. Leila also assists tax-exempt organizations regarding formation, obtaining tax-exempt status, reporting and operational requirements.

Leila has experience in all aspects of complex estate planning, including:

Gift, estate and generation-skipping transfer tax planning
Asset protection planning for clients and their family members
Grantor retained annuity trusts
Qualified personal residence trusts
Limited liability companies and partnerships
Family compound trusts to preserve family lands
Installment sales to grantor trusts
Structuring asset transfers to maximize valuation discounts
Life insurance trusts
Blind trusts
Charitable remainder trusts
Private foundations, public charities
Modifying irrevocable trusts through judicial proceedings and nonjudicial settlement agreements