Laying Strong Foundations

We believe in the importance of having a sound estate plan in place. With our fee-flexible platform, we offer a range of estate planning advice for established individuals and families as well as younger clients who are building wealth. When counseling clients on estate planning issues, we employ a collaborative approach and work closely with the client and the client’s financial advisors and accountants to develop a customized, practical estate plan. Employing a strategic team-driven approach ensures all aspects of the client’s financial and family circumstances are taken into account in the most economic and productive manner. We have significant experience working with complex family dynamics, high concentrations of commercial real estate, and unique assets. We use our extensive litigation experience to identify potential issues and create a strategy for avoiding litigation as we counsel and advise individuals and families in their estate planning.

Areas of Practice

• Preparation of trust instruments and wills to facilitate wealth preservation, conservation, and management
• Family income tax planning
• Incapacity planning
• Charitable planning
• Counsel on lifetime transfers to individuals, including gift tax and income tax issues
• Creation of private foundations, family partnerships and limited liability companies
• Preparation of prenuptial and post-nuptial agreements
• Prepare contracts and planning for unmarried cohabitants
• Counsel on income, gift, and estate planning arising from divorce, separation, and termination of domestic partnerships

Groundwork For The Next Generation

We combine our tax and estate-planning knowledge with a solid understanding of how businesses actually operate to maximize lifetime benefits and plan for what will happen after death.  We help clients plan for the transition of ownership and management of family businesses and other family assets, including arrangements to accommodate the differing interests of younger family members.

A Partner For Life’s Transitions

We administer trust estates and probate estates of all sizes.

Trust Estate Administration

• Accountings
• Trust funding
• Distributions
• Management and Sale of Trust Assets

Probate Estate Administration

• Initiate and Handle Probate Proceedings
• Accountings
• Distributions
• Management and Sale of Probate Estate Assets

We Stand With You

We represent beneficiaries, trustees and probate personal representatives in litigated trust estates and probate estates.

Areas of Practice

• Will and Trust Contests
• Trust Estate and Probate Estate Accounting Disputes
• Disputes Requiring Extensive Forensic Accounting To Identify Misappropriated Assets
• Disputes Regarding How A Fiduciary Has Managed A Trust Estate Or a Probate Estate (Breach Of Fiduciary Duty Claims)
• Conservatorship Proceedings
• Elder Financial Abuse

We Stand With You

We represent companies and individuals in a variety of business and civil disputes.

Areas of Practice

• Breach of Contract
• Breach Fiduciary Duties
• Business Defamation
• Corporate Misconduct and Liability
• Partnership and Shareholder Disputes
• Fraud

Dispute Resolution Services

We draw upon our experience to resolve disputes before and after litigation is initiated.

Areas of Expertise

• Will and Trust Contests
• Trust Estate and Probate Estate Accounting Disputes
• Disputes Requiring Extensive Forensic Accounting To Identify Misappropriated Assets
• Disputes Regarding How A Fiduciary Has Managed A Trust Estate Or a Probate Estate (Breach Of Fiduciary Duty Claims)
• Contested Conservatorship Proceedings
• Elder Financial Abuse Actions