We offer a full spectrum of services to help you achieve your unique financial and philanthropic goals:

Estate Planning & Wealth Preservation:

• • Wills & Trusts: Crafting clear, legally sound wills and various trust structures (revocable living trusts, irrevocable trusts, special needs trusts, charitable trusts) to control asset distribution, avoid probate, and protect beneficiaries.
  • Powers of Attorney & Advance Directives: Designating trusted individuals to manage your financial and healthcare decisions if you become incapacitated, ensuring your voice is heard and your affairs are managed according to your wishes.
  • Guardianship & Conservatorship Planning: Establishing provisions for the care of minor children or adult dependents to avoid court intervention and ensure their well-being.
  • Asset Protection Strategies: Implementing legal techniques to safeguard assets from potential creditors, lawsuits, or unforeseen challenges, allowing you to preserve your wealth for future generations.

Tax Planning & Minimization:

• • Gift, Estate, and Generation-Skipping Transfer Tax Planning: Developing sophisticated strategies to minimize federal and state transfer taxes, maximizing the wealth transferred to your heirs.
  • Income Tax Planning for Trusts & Estates: Advising fiduciaries and beneficiaries on income tax implications related to trust and estate administration, optimizing tax efficiency.
  • Charitable Giving Strategies: Structuring charitable gifts, private foundations, and donor-advised funds to achieve philanthropic goals while leveraging significant tax benefits.

Probate & Estate Administration:

• • Probate Court Representation: Guiding executors and administrators through the complexities of the probate process, including validating wills, managing debts, and distributing assets according to court orders.
  • Trust Administration: Assisting trustees with their fiduciary duties, including asset management, accounting, beneficiary distributions, and compliance with trust terms and applicable laws.
  • Post-Mortem Tax Planning: Identifying opportunities to reduce estate and income taxes after a death, including optimal election strategies and careful asset valuation.

Business Succession Planning:

• • Developing comprehensive plans for the smooth transition of family-owned or closely-held businesses, addressing leadership, ownership, and tax implications to ensure business continuity and preserve family wealth.

Fiduciary Services & Counsel:

• • Providing legal advice and guidance to individuals and corporate fiduciaries (executors, trustees, guardians) on best practices, legal compliance, and managing complex beneficiary relationships.