Practice Areas

Estate Planning

The firm provides comprehensive estate planning services that are individually designed to accomplish the lifetime and testamentary wishes of our clients.   We focus foremost on personal and family goals, and coordinate successful tax and business strategies, often involving thoughtful and sophisticated plans.  

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Trust & Estate Administration

Our trust and estate administration practice guides family members, personal representatives and fiduciaries through the necessary proceedings, including probate when needed, in a highly professional and concerned manner, always seeking a prompt and efficient result while minimizing potential disputes.

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Tax Law

Our tax practice, woven into our trusts and estates practice, focuses on ensuring clients' wealth is preserved and transferred according to their wishes. Our professionals possess extensive knowledge of the transfer tax system (estate, gift and generation-skipping transfer taxes) as well as the interplay of a myriad of income tax and property tax concepts.