Practice Areas
A sophisticated planner to high-net-worth individuals, fiduciaries, family offices, and foundations, Michael P. Vito has wide-ranging experience in tax law, high-net-worth estate planning, estate and trust administration, and philanthropy spanning more than two decades across multiple jurisdictions. He guides his clients through the administration and preservation of assets in ways that best protect their legacies through prudent business succession planning, multigenerational plans, and charitable giving.
With a keen focus on federal estate, gift, and generation-skipping transfer taxes and fiduciary income tax planning, Mike counsels clients on the most effective techniques for the protection, management, and transfer of wealth, including through such vehicles as irrevocable life insurance trusts, grantor retained annuity trusts, and spousal lifetime access trusts. He designs and implements planning structures to provide robust, multigenerational governance for families with growing trust networks. For philanthropically inclined clients, Mike provides advice on charitable gifts, private foundations, split-interest charitable trusts, excise taxes, grant-making procedures and agreements, and nonprofit governance.
Mike also advises fiduciaries on the fulfillment of their duties related to managing an estate or trust, including issues such as estate and inheritance tax returns, fiduciary accountings, concentrated position management, prudent investor act delegation, GST effective date trusts, fiduciary transitions, decanting, distribution, and wind-up strategies.