Careful financial planning is an important part of wealth management. We guide you through estate plans and various techniques available for the preservation of family wealth and the passing of business interests to successive generations.
We also coordinate your interests with other professional advisors. We work with the nation’s foremost institutional trust departments and money managers to ensure that your family and charitable planning objectives are achieved. Our Wills, Trusts & Estates Team will analyze family objectives for a multigenerational period, with a goal to ensure that family and business assets are not unduly burdened by unnecessary impediments.
Our Team also provides legal services in estate and trust administration, advising fiduciaries and beneficiaries about federal tax issues that affect trusts and estates. We also assist with proper management and distribution of trust and estate assets, as well as the formation and administration of charitable trusts and foundations.
Wills and Trusts
Estate / Trust Administration
Business Succession Planning
Charitable Planning and Private Foundations
Advice Regarding Management and Distribution of Trust and Estate Assets
Pre- and Post-Mortem Transfer Tax Planning
Federal Tax Advice for Estate and Gift Planning