An established private wealth attorney, Carmela Montesano concentrates her practice on sophisticated estate, gift and generation-skipping transfer tax matters. Her practice focuses on federal and state transfer tax law, trust and estate administration law and related areas of state law relative to the transfer of ownership and control in family-owned businesses and properties.
Carmela advises her clients on all aspects of estate planning and assists them in the formation of estate, business and charitable plans designed to effectuate their objectives and maximize tax efficiencies.
Carmela offers comprehensive counsel to her clients, preparing estate planning instruments such as wills, revocable trusts, irrevocable life insurance trusts (ILITs), grantor retained annuity trusts (GRATs), qualified personal residence trusts (QPRTs), intentionally defective grantor trusts (IDGTs), qualified subchapter S trusts (QSSTs), electing small business trusts (ESBTs), sales to IDGTs, private annuity sales, modifications of irrevocable trusts (such as decantings), charitable trusts, family foundations and advance directives (including Durable General Powers of Attorney, Health Care Proxies and Living Will Declarations).