Securing your legacy
We help clients protect their legacy through wealth preservation and tax minimization. Because no two clients are the same, we avoid cookie-cutter planning options and, instead, customize plans based on individual client goals. Planning often includes wills, trusts, family limited partnerships, private annuities and other strategies. We also use charitable trusts and private foundations to meet planning and philanthropic goals. Our experienced attorneys are adept at navigating complex legal and estate tax issues for high net worth individuals
Other areas of interest
We also handle all aspects of probate and trust administration, to carry out the goals and intentions stated in wills and trusts. Our work includes preparation of estate tax returns and allocation of generation skipping exemptions, trust funding, post-mortem planning and disclaimers, and trust and probate litigation.