Areas of Practice

Estate Planning/Individual Tax Matters

We deal with complex issues for individuals and families regarding their business assets, personal assets and philanthropic endeavors.  We regularly advise clients regarding the disposition of their assets and strive to design an individualized estate plan that meets the particular needs of each client.  We assist families that have persons with disabilities, addressing their unique tax and financial planning needs.  We counsel clients on the use of trusts and other types of entities to protect family assets. 

Small Business Planning

We understand that many of our clients created and built businesses for the next generation to own and manage.  We regularly counsel clients on providing continuity of management across generations, transferring stock to younger generations, drafting shareholder's agreements to define family obligations, and retaining a company's private status.  We also draft and negotiate various types of contracts for the operation of the business.

Probate Matters

We counsel clients on a broad range of probate matters from administering estates and trusts to advising individuals, banks and trust companies regarding their duties as fiduciaries.  We also work with clients to resolve disputes concerning the validity or operation of wills and trust agreements or when administrative decisions of a fiduciary are challenged in an accounting proceeding.  We also negotiate and draft pre- and post-nuptial agreements.

Charitable Giving

Many of our clients want to give back and we work with them to establish and administer private foundations, structure charitable trusts and structure charitable gifts in a tax-efficient manner.  We regularly counsel charitable organizations that are beneficiaries of wills and trusts.

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