We care about our clients. We limit our practice to specific areas of estate administration, estate planning and asset protection. We strive to provide comfort that results from our clients knowing their estate will be in order for their heirs.open up
After a client’s passing, he or she can be assured that their estate is in order and will be managed according to their wishes. Our attorneys work hard to minimize taxes, expenses, and friction among heirs. We provide asset protection services for high net worth professionals who are exposed to spurious litigation.open up
Our attorneys have over 125 years of combined experience in estate planning and estate administration. We create legal coverage for our clients that is broad enough to cover most circumstances and anticipate future issues.open up
Many of our clients are multi-generational. Our practice has grown through referrals from our existing clients and their satisfied professional advisors. We support our clients and do not shy away from difficult issues or situations.open up
Estate Planning is the heart of our practice. We are thrilled to offer a combined 125 years of expertise in estate planning matters. We offer counsel from the protections offered by simple Wills and Powers of Attorney to more complex structures of layered trusts and LLC's - all with the client's goals and outcomes as our guide. When we say we are "Counsel for Your Journey" we apply our expertise to whatever circumstances may arise.
When a loved one passes, there are many things to consider. We help clients negotiate these decisions while ensuring that estate administration takes places effectively, efficiently and transparently as possible given existing laws. Our goal in estate administration is to honor the wishes of the decedent as expressed in his / her will, trust and other estate plans, while also protecting the appointed Personal Representative. Our team is well versed in administering estates from those with limited assets to those in the multiple millions.
In addition to minimizing estate, gift and generation skipping transfer taxes one’s estate planning necessarily needs to include shielding assets from the onslaught of spurious law suits and claims. As a result, asset protection has become a critical component of sophisticated estate planning. We offer a range of options within our firm starting with simple, straightforward U.S. domestic structures and proceeding all of the way to the more complicated incorporation of foreign-based trusts as well as other entities. An assessment of a client’s needs and exposures will determine the level of complexity recommended.
Structuring estate plans and business negotiations so that tax consequences are minimized is a real area of strength for our firm. Having strong expertise in this area and continually updating our knowledge of the tax codes and how they are being applied is a constant and steady focus.
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