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Private Clients and Estate Planning

We offer a wide range of business planning, counseling, and litigation services for a variety of entities and individuals, particularly in connection with family businesses, privately held businesses, and emerging businesses.  We are especially qualified to serve the needs of entrepreneurs because we are able to coordinate personal and business finances in designing tax-minimizing estate plans that deal with the succession of business ownership, intellectual property and other business issues in ways that benefit the family and the business.  We also assist in arranging access, control, management, and ownership of assets to preserve value for the family or business.

Estates, Trusts and Probate

We also offer a full range of estate planning and probate services, helping to structure our clients' financial affairs to increase the legacy to their families by minimizing the taxes to be paid during lifetime or upon death.  We have helped hundreds of clients with estates, wills, trusts, charitable giving, family limited partnerships, marital property agreements, powers of attorney, and other ancillary documents related to estates of various sizes and degrees of complexity.

Additionally, our lawyers handle all facets of estate and trust administration.  As part of that process, we prepare and file federal estate and gift tax returns, advise and represent clients undergoing audits, and assist fiduciaries in the distribution of trust and estate assets.  Our work has included the removal and appointment of trustees and the representation of fiduciaries and beneficiaries.