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We assist clients in the management and transmission of wealth, the succession to the control of businesses, and other personal and family concerns. We provide advice on planning for the minimization of transfer and income taxes through partnerships, LLCs, trusts, installment sales, annuities and other transfers.

We counsel clients regarding the administration of estates, trusts and guardianships and processing of related gift, estate and income tax returns, audits and disputes. Our lawyers assist clients in the representation of estates, trusts, guardians and their beneficiaries in relations and disputes among themselves and with third parties and tax authorities.

We draft wills, trusts, powers of attorney, health care instruments and other agreements and documents to implement plans. We also assist clients in the planning and implementation of charitable contributions and enterprises, including the drafting and administration of charitable trusts, split interest trusts and foundations.