Our firm was founded on the practice of assisting clients with estate planning and administration, from routine to complex. Along the way, we developed an expertise in advising small businesses on matters such as succession planning, buy-sell agreements, and the planning necessary to start or expand a business.
We provide estate, wealth transfer, and tax planning services to individuals, couples and families. From the most basic to the most complex, we prepare individualized estate plans designed to maximize our clients’ flexibility and intentions while minimizing estate, gift, and generation-skipping transfer taxes. Click here for more information on our estate planning practice.
Our firm has extensive experience representing personal representatives, trustees, and beneficiaries in handling estate and trust administration matters. We assist clients with the estate and probate process, including gathering assets and ensuring that after taxes and expenses are paid, those assets pass to the heirs or beneficiaries of an estate. Click here for more information on our estate, probate and trust administration practice.
We often provide business law advice to our estate planning clients, including the formation and operation of family entities and succession planning for those entities. Click here for more information on our business law practice.