We assist our clients in designing and implementing their personal estate plans. This includes wills, trusts, disability planning (e.g., financial and medical powers of attorney), marital property agreements, entity formation, and more.
Estate and Trust Administration
We advise executors and trustees regarding their fiduciary duties, helping to guide them through the appropriate tasks connected with estate and trust administration. We also represent beneficiaries to understand and protect their interests in estates and trusts.
Charitable Planning and Administration
We facilitate our clients’ charitable desires through the creation, funding, and administration of charitable trusts and private foundations. Our practice also includes the representation of public charities in connection with planned-giving issues.
Tax and Business Planning
We advise our clients with respect to the formation and operation of businesses and the implementation of related transactions. This includes the formation, operation, and dissolution of entities, and purchase and sale transactions. Combined with our estate planning practice, we also assist in planning the generational transition of the ownership and operation of closely-held businesses.