We use established estate planning techniques to help clients design comprehensive estate plans that meet their goals for transferring assets while minimizing transfer taxes. We assist clients in the development and implementation of gift planning, and in asset management, asset protection and business succession planning for family owned assets and family businesses or other closely held entities, including family limited partnerships. We also assist clients in designing and implementing charitable gifts and long-term charitable planning with charitable trusts, foundations and other charitable entities and represent charitable organizations.

We prepare wills, revocable and irrevocable lifetime trusts, and coordinate beneficiary changes for life insurance, annuity, and IRA and retirement plan benefits. We also prepare documents for advance planning in the event of incapacity or disability, such as advance directives, living wills and powers of attorney.

Fiduciary Representation: We advise our clients as executors, trustees, guardians, custodians, attorneys-in-fact under a power of attorney and other fiduciary relationships in the administration of the estate, trust or other entity and in the conduct of their fiduciary duties.