Trust & Estate, Business Succession Planning and Probate

Each client comes to us with different goals and we pride ourselves in our ability to “look outside the box” for effective solutions. We have extensive experience in Estate and Gift tax planning, structuring and forming Trusts (both tax-focused and non tax-focused), charitable planning, asset protection planning, transferring the family business to the next generation, and probate and trust administration. We also help provide an efficient administration of affairs in the event of disability by ensuring that each client has a durable power of attorney in place for both financial and health related issues, as well as a properly executed directive to physicians .