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.