Wills, Trusts & Estates

The firm's attorneys serve clients with diverse desires, needs and backgrounds. Many of our clients enjoy substantial wealth, have interests in ongoing family or closely-held businesses, own distinctive assets or have significant charitable goals, each of which require sophisticated lifetime and estate planning. Whether our clients are of modest means, are in the process of accumulating wealth or already have substantial wealth, we work with the client's financial advisors and other professionals to create individual plans tailored to meet the personal, economic and tax planning goals of our clients. Our attorney's provide a range of trust and estate planning services, supported by their broad and diverse experience in areas such as non-qualified employee benefits and compensation, real estate, personal income, corporate and partnership tax, business structure and organization, and family law.

Our services include:

  • Simple and complex wills
  • a diverse range of trusts including, insurance trusts, charitable trusts, residence trusts, revocable/living trusts and special needs trusts
  • medical and financial powers of attorney and living wills
  • private charitable foundations and other gift-giving programs
  • asset protective structures
  • family limited partnerships
  • life insurance and retirement asset planning
  • business continuity and succession planning
  • probate, estate and trust administration