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Personal & Succession Planning

Our services in these areas are comprehensive and include:

  • Creating wills and trusts of all kinds to carry out the tax efficient transfer and management of wealth, and other instruments that affect financial and health concerns.
  • Designing and implementing strategies for the tax efficient transfer of business interests, and advising on other matters related to governance and management succession.
  • Advising financial institutions and private fiduciaries in all matters that involve trust and estate administration and when necessary seeking recourse to our nation’s courts to resolve disputes.
  • Forming private nonprofit organizations for families and businesses, and advising on all legal matters concerning operations, governance and carrying out charitable objectives.