Puneet is a Partner at Latimer LeVay Fyock LLC. Puneet concentrates his practice in the areas of tax planning, trust and estate administration, probate practice, minor and adult guardianship, estate and trust litigation, asset protection planning, and business succession planning. Puneet has experience in the administration of trusts and estates and the preparation of estate and gift tax returns, drafting post-nuptial and pre-nuptial agreements, generation-skipping trusts, qualified personal residence trusts, grantor retained annuity trusts, special needs trusts, qualified domestic trusts, intentionally defective grantor trusts and irrevocable life insurance trusts, and organizing and creating limited liability companies, corporations and limited partnerships.
Puneet designs estate plans to meet the personal, financial and business needs of a wide variety of clients, including (a) small to medium sized business owners seeking business succession planning or creditor protection, (b) wealthy individuals and families seeking to facilitate the transfer of wealth within the family structure while minimizing the imposition of gift, estate or generation-skipping tax, (c) young professionals and families seeking to accumulate and protect their assets and (d) families with special needs.
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