Estate Planning

Attorneys in our Estate Planning Practice provide sophisticated legal and tax advice to wealthy individuals and families, owners of closely held businesses, institutional fiduciaries, charitable organizations, and other professionals and family offices that serve such individuals and families.

Although a substantial portion of the practice involves the creation of planning arrangements that minimize or eliminate estate, gift, generation-skipping transfer, and/or income taxes, the Estate Planning Practice is sharply focused on clients’ needs and strategies that address family and financial matters as well as tax concerns.

The firm’s attorneys have the depth of experience and employ a practical approach to help clients plan for the future through the preparation of wills, trusts, and other estate planning documents. Additionally, the firm has extensive experience in estate planning for owners of closely-held businesses.  In this context, our estate planners collaborate with our business attorneys in overseeing corporate planning and administration, general business succession planning, designing stock purchase arrangements, and structuring intra-family transfers for estate planning purposes.

We also assist clients in probate, including filing wills for probate and counseling individuals and corporate fiduciaries who administer estates to comply with fiduciary duties and responsibilities.