ESTATE PLANNING & ADMINISTRATION
Building, Preserving, and Transferring Wealth. We assist clients with structuring their affairs to achieve personal and family objectives both during life and afterwards.
Although our attorneys often utilize sophisticated and innovative techniques to achieve our clients’ goals, we frequently find that relatively straightforward approaches offer understandable and elegant solutions.
Our attorneys focus on our clients’ needs, the size of a client’s estate, and the client’s stated objectives to utilize the appropriate estate and gift tax plan. Since many of our entrepreneurial clients’ needs stem from the growth of their businesses, our estate planning engagements typically involve an interdisciplinary mix of estate, tax, and corporate law. Should a matter involve litigation, our Litigation Practice Group has significant expertise and experience with trust and estate disputes.
Our engagements have the objectives of minimizing the impact of estate and income taxes, as well as assuring the appropriate stewardship of business, investment, and philanthropic assets.« Return to Listing