Firm Overview

Our practice focuses on all aspects of estate planning, estate and trust administration, and charitable planning.

In the estate planning realm, we help clients implement estate planning techniques to minimize estate, gift, and generation-skipping transfer taxes, and achieve their wealth preservation and transfer goals. These techniques range from the preparation of "basic" estate planning documents, such as wills, revocable trusts and health care documents, to the implementation of more sophisticated strategies involving grantor retained annuity trusts, qualified personal residence trusts, the use of "defective" grantor trusts, and planning with limited liability companies and partnerships. We work with our clients to develop a plan that is appropriate for their current situation and their goals.

On the charitable planning side, we help our clients achieve their philanthropic goals through a broad range of planning techniques. We assist with the formation and administration of private foundations, public charities, supporting organizations, and charitable lead and remainder trusts. We prepare and implement organizational documents, obtain IRS recognition of tax-exempt status, and provide counsel on tax compliance and reporting.

We also assist executors and administrators in all aspects of probate administration of estates, sophisticated post-death tax planning as well as the preparation of federal and state estate tax returns.

Our clients are a diverse group. We represent clients with a broad range of personal objectives and financial interests, including young professionals with straightforward estate planning needs, individuals with personal situations requiring highly tailored planning strategies, and public company executives and private business owners with very sophisticated estate planning needs. We work closely with our clients to ensure that their personal and financial goals are reflected in their estate planning documents and that they fully understand the documents and strategies that they are implementing.