Practice

We provide a full range of estate planning and estate administration services involving both testamentary and lifetime planning on a multi-generational basis. Our clients include individuals and families of substantial wealth, family businesses, charitable organizations, and financial institutions serving as fiduciaries. We provide comprehensive advice to our clients in the following areas:

Focusing on creative and beneficial estate planning while minimizing costs, which includes drafting Wills, Trusts, and related documents.

Working with owners of closely-held businesses regarding complex tax matters and management change.

Representing fiduciaries and beneficiaries in matters involving probate, estates, and trusts.