The firm’s areas of practice include estate planning, wealth transfer planning, estate administration, trust administration, estate and trust litigation, elder law planning, guardianships, supplemental and special
needs trusts, corporate consultation, real estate transactions, taxation and personal representation.

 
 


Estate Planning and Wealth Transfer Planning

The firm’s estate planning practice provides for the efficient transfer of a client’s assets during life and at death to their intended beneficiaries, utilizing a broad array of tax-effective strategies. These services range from the preparation and execution of simple wills to sophisticated estate planning instruments, including qualified personal residence trusts, grantor retained annuity trusts, family limited partnerships, charitable trusts and private family foundations, to name a few. The firm also provides advice regarding gift planning, family business succession planning and retirement planning. Our firm works toward maximizing the after-tax value of our clients’ assets while at the same time respecting our clients’ unique personal needs.

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