Our Expertise

Family Wealth Management

The laws governing estates and trusts have become increasingly complex. We offer clients a full spectrum of estate and wealth planning services both to assist in designing wealth transfer plans and to minimize the impact of taxes. We also advise clients on fiduciary obligations, trust and estate administration, philanthropic planning, and business succession planning. Our services include:

Will and trusts
Probate and trust administration
Estate and gift tax planning
Income tax planning
Life insurance trusts
Dynasty trusts
Business succession planning
Special needs trusts
Powers of attorney and guardianships
Planning for retirement plan and IRA distributions
Charitable giving structures
Health and long-term care planning

Available Professionals