Our attorneys possess extensive knowledge of the law and substantial resources in related areas of finance, tax and trusts and estates; this insight informs our guidance and assists us in planning trust and estate strategies designed for maximum benefit.

Our services include:

  • Estate planning

  • Business succession planning

  • Retirement planning

  • Trust and estate administration

  • Buy-sell agreements used in closely-held companies funded with life insurance

  • Charitable giving

  • Advising institutional fiduciaries

  • Creating and advising exempt organizations

  • Trusts and estates litigation

  • Fiduciary litigation

 

TRUSTS AND ESTATES