We provide a full range of estate planning services. Our firm strives to ensure that our clients’ personal tax planning goals are achieved while minimizing income, estate, gift and generation-skipping taxes. We help clients plan their estates (whether small, moderate, or large in value) by balancing tax-planning opportunities with their personal non-tax goals.
We help our clients make the right decisions when planning for the transfer of wealth and assets that are important to them. Most of all, we help our clients create an estate plan that expresses their own personal values and priorities.
Our attorneys understand the interrelation of the laws regarding transactions involving closely held businesses, family partnerships, trusts and charitable entities. We recognize the challenges that our clients face and assist them in navigating the complex rules with regard to choice of entity, organizing businesses, liquidating entities, structuring transactions, complying with day to day reporting matters, and transferring the family business during life or upon death.