Our attorneys focus on the estate planning and wealth transfer needs of moderate to high net worth individuals and their families. Clients concerned about their legacies and wealth preservation choose our firm because of our compassionate and exceptional service.
Our attorneys incorporate creativity with advanced planning techniques to maximize wealth transfer and minimize taxes. We consider the unique aspects of each estate, and customize a comprehensive plan consistent with the client’s goals and objectives.
The administration of an estate or trust requires careful planning. Many decisions with substantial financial implications, difficult at any time, must be made during a period of mourning. Our attorneys help clients manage their loved ones’ estate and trust administration.
Our litigators represent both fiduciaries and beneficiaries in estate and trust disputes. We are very sensitive to the issues facing the parties, and the fact that family members often do not agree, particularly when substantial estates are involved.
Our team of transactional, estate planning and tax attorneys collaborate with clients and their trusted financialadvisors to plan for retirement, management transition and liquidity events, as well as unpredictable circumstances, such as incapacity or death.
We help clients donate to the causes they are personally passionate about in a tax-efficient manner. Thoughtful charitable planning and family foundations support worthy causes, and can generate large income, estate, or gift tax deductions.
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