Individuals, families, nonprofit entities and fiduciaries have long since turned to our firm for guidance on wills, trusts and other matters related to the preservation, management, and transfer of wealth. Our work with individuals includes estate planning for young families just starting out as well as for those with significant assets, including owners of closely held businesses and executives of public companies.
For many individuals, estate planning is relatively straightforward. For others, there are difficult and complex issues to be addressed: business succession, liquidity and tax planning; philanthropic and charitable giving; insurance planning; and the transfer of legacy property, among others. In some cases, needs arise for representation in estate litigation when there is conflict among family members or with fiduciaries.
Regardless of the nature of the situation, our team has the knowledge and the sensitivity to help. Our attorneys are committed to working efficiently and collaboratively not only with our clients, but also with their advisors, including accountants, investment advisors, life insurance advisors and bank and trust officers.
- Charitable giving, including trust and insurance planning
- Charitable trusts and foundations
- Estate and trust administration
- Family LLCs and limited partnerships
- Lifetime and testamentary trusts of all types
- Powers of attorney
- Prenuptial agreements
- Tax and business succession planning
- Wealth management and succession planning