Estate Planning

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We know that each client's situation is personal and unique, so we create plans to give our clients the comfort of knowing their wishes will be carried out with the least amount of tax and conflict as possible.

We work closely with our clients, their families, and advisors. We offer a full range of estate planning services, including:

  • Wills, Trusts, Powers of Attorney and Health Care Directives
  • Irrevocable Trusts
  • High net-worth individuals and families on lifetime gifts and tax reduction strategies
  • Multi-generational planning
  • Asset-protection planning
  • Guardianships and Conservatorships
  • Disability planning, including Supplemental Needs Trusts and Special Needs Trusts
  • Charitable planning, including Donor Advised Funds, Charitable Lead and Charitable Remainder Trusts
  • Private foundations and other tax-exempt organizations
  • Family office representation
  • Beneficiary and fiduciary disputes
  • Succession planning with closely-held business and investment entities (corporations, LLC’s and partnerships)
  • Shareholders' agreements
  • Marital agreements
  • Tax planning and disputes
  • Preparation of gift tax returns
  • Preparation of fiduciary income tax returns