We will work with you over the course of your lifetime to help you create, implement, and maintain a plan that accomplishes your family’s goals and preserves your family’s assets for future generations.

Through thoughtfully structured estate-planning documents, we create a comprehensive plan centered around your needs as well as the needs of your intended beneficiaries.

The formation of business entities and transition of closely held businesses can affect multiple family members and span generations. With careful coordination, we can explore options that best suit your family.

Your charitable goals may create your greatest legacy. Our charitable expertise is broad, ranging from representing donors seeking to make significant charitable gifts to representing the interests of tax exempt-organizations.

If you have been named the executor or personal representative of an estate or the trustee of a trust, we can help you carry out your duties as effectively and efficiently as possible.

We help our clients navigate complex estate and gift tax audits through the IRS examination and appeals level.