Our Practice Areas

Estate Planning

This is about being a responsible adult, making sure that you have a plan for death, incapacity, and healthcare decisions. We will also assist clients with complex matters, including estate and gift taxation.

Asset Protection

You worked hard for what you have. Wealth is a magnet for lawsuits. We help clients ethically and legally protect and preserve their wealth for themselves and their families.

Probate

Families need to navigate an unfamiliar process of court-supervised estate administration. The process is full of pitfalls though it is meant to protect both parties and creditors.

Trust Administration

We help successor Trustees make sense of their responsibilities while compassionately and efficiently accomplish the goals of loved ones as wealth transfers from one generation to the next.

Charitable Planning

Many families that have achieved success see that as part of a larger mission. Charitable planning can benefit wealth building, tax savings and the knowledge that you are doing good.

Trust & Probate Litigation

Our Trust and Probate litigation practice group has deep expertise representing Trustees, beneficiaries and creditors navigate the complex and sometimes emotionally charged issues, including capacity claims, elder abuse, and disputes among trustees, beneficiaries, and creditors.

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