Rebecca S. Manicone concentrates her practice on creating and implementing tax efficient, values based legacy plans for high net worth families and business owners and assisting clients’ families upon the passing of loved ones. She works with a diverse group of clients, including corporate executives, entrepreneurs, families with complex dynamics (including special needs children), and nontraditional couples. Becky also serves as counsel to a multi-family office.
In designing and implementing estate and business succession plans, Becky focuses on her clients' goals and strives for practical solutions to the tax and non-tax problems associated with the transmission of wealth. She employs a wide variety of planning techniques, from traditional estate planning tools such as wills, revocable trusts, grantor retained annuity trusts, and irrevocable life insurance trusts, to more complex planning techniques, including sales to intentionally defective grantor trusts structured as dynasty trusts for the benefit of future generations, family limited partnerships, buy-sell arrangements and private family foundations.
Becky encourages clients to uncover the deeper motivations that initially led them to engage in the legacy planning process. She transforms intricate tasks into efficient processes and provides clarity to complex planning techniques to create practical tax efficient solutions that convey family values, incentivize junior family members, and preserves family harmony. She also guides clients through the estate administration process and federal and state tax filings with an appreciation for the emotional issues involved upon the loss of a loved one. Her clients describe her as responsive, trustworthy, thorough and customer-centric.