Securing your legacy

We help clients protect their legacy through customized wealth preservation and tax minimization.  We avoid cookie-cutter planning options through custom plans based on individual client goals.  Planning often includes wills, trusts, family limited partnerships, private annuities and other domestic and international strategies.  We also use charitable trusts and private foundations to meet planning and philanthropic goals.  Our experienced attorneys are adept at navigating the complex legal issues faced by high-net-worth individuals.

Other areas of interest

We also handle all aspects of probate and trust administration, to carry out the goals and intentions stated in wills and trusts. Our work includes preparation of estate tax returns and allocation of generation skipping exemptions, trust funding, post-mortem planning and disclaimers, and trust and probate litigation.