Practice Groups

Estate Planning

  • Wills, Trusts, Powers of Attorney
    • All aspects of estate plans, encompassing the family, tax, estate, health care, and values-driven needs of our clients
  • Estate administration and probate
    • Navigation of the legal, financial, business, family - and emotional - issues that arise in handling a decedent's estate, including litigating contested estates and related issues
  • Trust administration
    • Advise both beneficiaries and trustees of their rights and obligations, and assistance in the proper management of the trust, whether an insurance trust, charitable trust, specialized business trust, a simple revocable living trust, or otherwise
  • Special needs and disability planning
    • Addressing the needs of both the disabled and the elderly,  including the use of special needs trusts, OBRA trusts, guardianships, powers of attorney, and other issues unique to these communities
  • Guardianships
    • Assistance in the initial creation of the guardianship, whether consensual or contested, and assistance in handling the ongoing responsibilities to the ward
  • Charitable gifts and vehicles
    • Set up and administration of charitable trusts, foundations, and similar entities; gift agreements; coordination of charitable, tax, family, and personal goals
  • Pre-marital and pre-divorce planning
    • Negotiation and drafting of pre- and post-marital agreements, asset protection structures, creative use of trusts, providing counsel on risks associated with ownership structures
  • LGBT family planning
    • Planning for the LGBT community, including cohabitation agreements, wills and trusts, tax planning, civil unions, powers of attorney, etc.
  • Insurance planning
    • Insurance trusts, buy/sell funding, wealth replacement, private placement, key man, charitable gifts, funding solutions
  • GRAT's, FLP's, LLC's IDGT's, QPRT's, etc.
    • All aspects of the alphabet soup of leveraged gifts and sales for business succession and transfer tax purposes
  • Transference of values and value
    • We believe that planning needs to account for the personal values and goals of the clients in order to be effective.  Each client has unique values and concerns that our planning always endeavors to address.
  • Integration with income tax planning
    • The firm began in the 1970's as a tax boutique, and we have never moved far from our roots, applying all of our tax planning skills and experience to the work performed by the firm.
  • Coordination and team approach with other integral advisors
    • Working comfortably with other professional advisors, whether as the quarterback or fullback, depending on what is required and appropriate in a given situation



Industries Served

  • Art Collection
  • Automotive Manufacturing & Dealerships
  • Banking
  • Broadcast Media
  • Construction
  • Energy & Utilities
  • Entrepreneur/Start-Up Companies
  • Financial Services
  • Healthcare
  • Information Technology
  • Leasing Companies
  • Manufacturing & Distribution
  • Mortgage Companies
  • Not-For-Profit Organizations
  • Pharmaceuticals
  • Retail
  • Service Companies
  • Specialty Finance
  • Telecommunications
  • Trading Companies



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