The Firm provides a full range of estate and gift planning, income, gift and estate tax effect, and administration services for individual clients and corporate fiduciaries. In addition, we represent numerous charitable foundations and not‑for‑profit corporations.
Our Estate and Tax Planning Department treats each client's personal financial affairs with the professional and personal attention they deserve. To serve clients the estate planning needs of our clients, we listen carefully to their intentions, and then structure an estate plan that will achieve those results as tax-effectively as possible. Estate planning is a creative field of law and we take pride in the satisfaction of solving problems for both individuals and families.
Solutions to estate planning problems often involve use of will and trust arrangements to protect assets from taxation. We draft documents that satisfy the applicable legal requirements while implementing the client's goals. Programs can be designed to assure security for spouses, children and grandchildren. Increasingly, clients are concerned with their own long-term ability to handle financial and health care matters. Living wills and powers of attorney that are tailored to meet the client's unique requirements often provide the solutions.
We also apply the same care and experience to estate administration and the administration of ongoing trusts for clients' assigned beneficiaries.
The Firm provides a full range of estate and gift planning, income, gift and estate tax effect, and administration services for individual clients and corporate fiduciaries. In addition, we represent numerous charitable foundations and not‑for‑profit corporations.