We work with individuals, families and their insurance and wealth management advisors to establish a reliable plan to pass property in a manner that reflects each client’s unique situation, values and wishes. Our attorneys consider pertinent business and ownership arrangements in light of the plan. Trusts and other techniques may be established for estate and gift tax efficiency and other purposes. But the touchstone of our work is always each client’s expressed priorities and wishes.
- Wills and Trusts
- Healthcare and Living Wills
- Powers of Attorney
- Probate and Estate Administration
- Family Asset Protection and Succession Planning