Practice areas

Estate Planning
Every estate plan we design is customized to reflect each family’s specific circumstances and intentions.

Estate and Gift Tax
We design and implement various strategies to minimize or eliminate gift, estate, and transfer taxes.

Business Law
Our business law practice coordinates business, estate, and succession planning for closely held companies.

Estate Administration and Probate
We guide Personal Representatives through every step of the probate and estate administration process.

Trust Administration
Our trust administration practice supports Trustees from lifetime management of a trust through post-death funding and distributions.

Real Estate
Purchases, sales, and family ownership structures that align with our clients’ estate planning and long-term wealth preservation goals.

