Estate and Trust

We provide innovative financial planning for entrepreneurs, family businesses, closely held companies, tax exempt organizations and high net worth individuals to achieve their sophisticated goals and minimize their tax consequences. We plan and administer trusts and estates, design and implement family wealth transfer transactions, and set up private philanthropic foundations. We also represent clients in administrative and judicial proceedings, whether routine and contested, and we work hard to avoid or resolve disputes.

Areas of focus

• Wills and Trust
• Estate Administration
• Estate Planning & Wealth Transfer
  • Asset Protection Fundamentals 1
  • Asset Protection Fundamentals 2
• Foundations
• Personal & Family Philanthropy