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Estate Planning and Probate


We assist our clients with the preparation of wills and trusts, powers of attorney, life insurance transactions and strategic planning for retirement benefits. We also offer estate and trust administration, including valuing and probating estate assets, preparation of estate tax returns and post-mortem tax planning.


Wills and Trusts


We work with our clients to identify their particular estate planning needs and to design and implement all types of estate-related documents, including:


  • Simple and complex wills and trusts

  • Living wills and advance health care directives

  • Revocable and irrevocable trusts

  • Family and individual business continuation arrangements

  • Guardianships and conservatorships

  • Powers of attorney

  • Charitable trusts and family foundations

  • Family limited partnerships

  • Dynasty and Generation-Skipping Trusts


Wealth Management


We provide advice regarding wealth transfer and charitable giving strategies. Over the years, our attorneys have utilized a variety of techniques to meet the unique estate planning objectives and identify the appropriate strategies for our clients, including high net worth individuals.


Tax Planning


We advise individuals and families, private businesses, and financial institutions on tax planning, including tax implications of estate plans, business structures and investments. We also represent clients involved estate and trust tax disputes with the Internal Revenue Service and state taxing authorities.


Charitable Gifts


We assist our clients with charitable and lifetime gift planning, including preparation of charitable remainder and charitable lead trusts and formation of private foundations, including advice regarding tax qualification of operating foundations and supporting organizations.

Wills, Trusts, Tax Planning
Estate and Trust Administration, and Charitable Planning

Real Estate

Real Estate Transactions, Financing, Developer Representation and

Commercial Leasing

Business Entity Formation

Tax Planning

Art Law

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