Sophisticated planning for families with significant wealth.
We advise high-net-worth families, founders, and executives on trust design, tax strategy, and the transfer of wealth across generations, with the personal attention of a concierge practice.
Trusted advisers for even the most complicated situations.
Lara Sass & Associates, PLLC handles the details of planning for both death and taxes for high net worth individuals, while anticipating and addressing the uncertainties that inevitably arise. We are a boutique trusts and estates firm focused on sophisticated estate and tax planning, business succession planning, prenuptial and postnuptial planning, charitable organizations, probate, and trust and estate administration.
Clients work directly with Lara, supported by a team of attorneys, legal assistants, and administrative professionals.
Most importantly, we serve as trusted advisers to our clients (including founders, owners of closely held businesses, corporate executives, professional athletes, entertainers, artists, real estate owners and developers, and principals at private equity firms and hedge funds), offering the highest level of service to create bespoke solutions for even the most complicated situations. We combine our extensive knowledge of the law and our big firm experience with our sensitivity to family dynamics to best preserve our clients’ legacies by crafting turn-key legal strategies designed to both substantially reduce transfer taxes and offer asset protection benefits. At Lara Sass & Associates, clients can expect customized estate planning solutions, with fixed fees for most estate planning matters.
Planning shaped around how your wealth was built.
Founders & Business Owners
QSBS planning ahead of a liquidity event, succession and buy-sell planning, and transfers of carried interest and equity to family trusts.
Families with Significant Wealth
Multigenerational trust planning, gifting strategies, and structures that reduce federal and New York estate tax while preserving flexibility.
Executives & Professionals
Comprehensive plans that coordinate equity compensation, real estate, and insurance with your family’s goals and your other advisors.
From core documents to advanced trust strategies.
Advanced Trust Planning and Administration
Trust strategies designed to move appreciation out of your estate, and counsel to trustees on administering them.
Founder & Business Planning
Section 1202 planning before a sale, and succession planning for closely held businesses.
Real Estate & Family Entities
Planning for primary and vacation homes, and family entities for shared investments.
Charitable Planning, Formation and Administration
Charitable trusts and foundations, from formation through ongoing administration.
Foundational Estate Planning, Administration and Probate
The core documents every plan needs, and guidance for executors through administration and probate.
Prenuptial & Postnuptial Agreements
Agreements that protect premarital assets, family wealth, and business interests, coordinated with your estate plan.
A concierge practice, from the first meeting through signing and beyond.
Every plan follows the same process, from an initial consultation and the Design Meeting through drafting, execution and implementation, and can be kept current through our optional Client Care Program.
See our process → About the Client Care Program →Recent writing and commentary
Begin the conversation.
Share a few details, and a member of our team will be in touch to arrange a consultation.
Submitting this form does not create an attorney-client relationship. A member of our team will contact you to schedule a consultation.