Successful business owners and professionals come to us based on our proven track record of providing personal service, creativity and results. Our attorneys have recognized expertise working with both affluent families and the charitable organizations they support, along with privately held businesses and executives at publicly traded corporations.

Our trusts and estates practice has a wealth of experience crafting and implementing sophisticated plans to achieve our client’s objectives with careful attention to tax-saving opportunities. In the design phase, our attorneys listen intently to the intricacies and goals, and provide in-depth analysis of the income, estate and gift tax elements of the plan.

We develop customized plans for asset allocation, titling and trust funding. We also provide fiduciary services and advise clients on the ownership, disposition and distribution of investment portfolios and insurance policies.

  • Complex Income & Estate Tax Planning
  • Trust Administration & Fiduciary Services
  • Business Formation & Succession
  • Operating & Shareholder Agreements
  • Grantor & Non-Grantor Trusts
  • Charitable Legacy Planning (Foundations, Remainder Trusts & Lead Trusts)
  • Grantor-Retained Annuity Trusts
  • Estate & Gift Tax Planning
  • International Estate & Tax Planning

“Joe and his team have a vast knowledge of business law. They offered us different angles that were both impressive and saved us the most money.”