Cressida counsels high-net-worth individuals and family groups in sophisticated wealth and estate planning; estate, gift and generation-skipping transfer taxation; income taxation of estates and trusts; and succession planning for closely held and family businesses.
Her clients range from successful entrepreneurs and corporate executives to multigenerational families and their entities. Cressida works closely with clients at every stage of wealth planning to implement tax efficient wealth transfer and preservation strategies that are customized in order to achieve their business, personal and philanthropic goals.
Cressida’s practice in wealth and estate planning includes:
Structuring and implementing lifetime and testamentary transfers of wealth
Creating and funding grantor retained annuity trusts, including gifts of stock in a publicly traded company to GRATs in anticipation of a potential sale
Representing individual and corporate executors of estates from $5 million to $200 million in connection with the estate administration, including preparation of federal and state estate and fiduciary income tax returns
Planning for succession of closely held and family-business owners, including addressing family relationship issues that affect both current and long-range aspects of the business operation and family bonds
Preparing and implementing prenuptial and postnuptial agreements to minimize controversies that can arise in dissolution proceedings, particularly when a family business is involved
Structuring and implementing gifts to charitable trusts, private foundations and other charitable entities
Representing colleges and universities in their capacity as beneficiaries of estates and trusts
Preparing and analyzing wills, trusts, powers of attorney and advance directives for health care, shareholder and operating agreements, and other ancillary estate planning documents
Cressida also represents individual and corporate fiduciaries and beneficiaries of trusts and estates regarding all aspects of administration, the review and preparation of estate and generation-skipping transfer tax returns, the analysis of fiduciary income tax matters, and trust construction and reformation suits and other contested trust and estate matters.
In addition to her active practice, Cressida is widely viewed as a leader in her field and consistently is recognized by peers as a top lawyer in Best Lawyers in America and New York Super Lawyers.
Careers in Estates and Trusts, Wealth Management and Financial Planning, Alumni Panel Discussion, Syracuse University Law Career Services, February 18, 2021
Panelist, Business Owner's Journey: Lessons Learned Before, During and After the Sale of a Business, November 14, 2019
Cressida counsels high-net-worth individuals and family groups in sophisticated wealth and estate planning; estate, gift and generation-skipping transfer taxation; income taxation of estates and trusts; and succession planning for closely held and family businesses.
Her clients range from successful entrepreneurs and corporate executives to multigenerational families and their entities. Cressida works closely with clients at every stage of wealth planning to implement tax efficient wealth transfer and preservation strategies that are customized in order to achieve their business, personal and philanthropic goals.
Cressida counsels high-net-worth individuals and family groups in sophisticated wealth and estate planning; estate, gift and generation-skipping transfer taxation; income taxation of estates and trusts; and succession planning for closely held and family businesses.
Her clients range from successful entrepreneurs and corporate executives to multigenerational families and their entities. Cressida works closely with clients at every stage of wealth planning to implement tax efficient wealth transfer and preservation strategies that are customized in order to achieve their business, personal and philanthropic goals.
Cressida’s practice in wealth and estate planning includes:
Structuring and implementing lifetime and testamentary transfers of wealth
Creating and funding grantor retained annuity trusts, including gifts of stock in a publicly traded company to GRATs in anticipation of a potential sale
Representing individual and corporate executors of estates from $5 million to $200 million in connection with the estate administration, including preparation of federal and state estate and fiduciary income tax returns
Planning for succession of closely held and family-business owners, including addressing family relationship issues that affect both current and long-range aspects of the business operation and family bonds
Preparing and implementing prenuptial and postnuptial agreements to minimize controversies that can arise in dissolution proceedings, particularly when a family business is involved
Structuring and implementing gifts to charitable trusts, private foundations and other charitable entities
Representing colleges and universities in their capacity as beneficiaries of estates and trusts
Preparing and analyzing wills, trusts, powers of attorney and advance directives for health care, shareholder and operating agreements, and other ancillary estate planning documents
Cressida also represents individual and corporate fiduciaries and beneficiaries of trusts and estates regarding all aspects of administration, the review and preparation of estate and generation-skipping transfer tax returns, the analysis of fiduciary income tax matters, and trust construction and reformation suits and other contested trust and estate matters.
In addition to her active practice, Cressida is widely viewed as a leader in her field and consistently is recognized by peers as a top lawyer in Best Lawyers in America and New York Super Lawyers.
Careers in Estates and Trusts, Wealth Management and Financial Planning, Alumni Panel Discussion, Syracuse University Law Career Services, February 18, 2021
Panelist, Business Owner's Journey: Lessons Learned Before, During and After the Sale of a Business, November 14, 2019
