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Each lawyer in our estate planning and fiduciary services group has more than a decade of experience advising families and individuals on estate planning matters and all team members versed in the tax and non-tax considerations that impact clients. 

Our key services include:

Basic Estate Planning

  • Preparation of Wills
  • Preparation of Revocable Trusts
  • Preparation of powers of attorney for financial and healthcare matters

Advanced Estate Planning

  • Sophisticated tax planning, including income, estate, gift and generation-skipping tax planning
  • Business succession planning
  • Preparation of Irrevocable Trusts, including Grantor Retained Trusts, Irrevocable Life Insurance Trusts (ILITs), Intentionally Defective Grantor Trusts, Self-Settled Asset Protections Trusts
  • Creation and maintenance of family limited partnerships and limited liability companies
  • Creation and implementation of lifetime gifting programs
  • Preparation of Special Needs Trusts

Charitable Planning

  • Design and establishment of charitable lead trusts (CLTs) and Charitable Remainder Trusts (CRTs)
  • Formation of private foundations and similar charitable entities



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