The firm’s Trusts and Estates Practice serves individuals and institutional clients in an innovative manner. We provide sophisticated legal and tax advice to wealthy individuals and families, owners of closely-held businesses, institutional fiduciaries, and charitable organizations. Although a substantial portion of the practice involves the creation of planning arrangements that minimize or eliminate estate, gift, generation-skipping transfer, and/or income taxes, the Trusts and Estates Practice is focused on clients’ needs and strategies that address family and financial matters as well as tax concerns.
The following are among the services handled by members of the Trusts and Estates Practice:
