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