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.
Estate planning covers the transfer of property at death as well as a variety of personal matters.
Our lawyers can advise on a wide variety of related legal matters, including health care directions, choosing beneficiaries, organ
donations, care of minor children, funeral arrangements, Powers of Attorney, Living Wills, guardianships, business succession and
insurance planning, Medicaid planning, gifts to minors, and disclaimers and renunciations.
Our firm strives to ensure that our clients’ tax planning goals are achieved while minimizing income, estate, gift and generation-skipping taxes.