Analyze. Strategize. Educate. Implement.

Legal Services

We work with each client to design and implement an estate plan that meets individual goals, protects assets from potential creditors, minimizes taxes, and simplifies the estate administration process. We welcome the opportunity to collaborate with our clients’ professional advisory teams to ensure that each plan is designed and implemented successfully. We also represent executors and trustees through the estate administration process, including probate, when necessary. We provide legal services in the following practice areas:

Estate Planning

Transfer Tax Planning

Charitable Giving

Probate and Estate Administration

Marital Property Agreements

Entity Formations