Our team draws on extensive experience in devising mechanisms to ensure wealth preservation and the protection of succeeding generations. We have helped a myriad of clients achieve financial and personal objectives through carefully-crafted estate plans – from high net-worth individuals seeking to pass assets while minimizing taxes to business concerns interested in relinquishing control to a succeeding generation.
We have delivered well-executed estate plans to enable clients provide for future financial needs, prepare for a smooth transition of assets to intended beneficiaries, and reduce the cost of or even eliminate the need for probate. We are experts in the preparation and execution of wills, trusts and powers of attorneys. We have helped client attain their goals through the use of charitable trusts, guardianships, conservatorships, succession and retirement plans, pre-nuptial agreements, and innovative asset transfer structures. Our lawyers employ tax reduction strategies in every engagement. Adhering to our Firm’s multidisciplinary philosophy, we work with our client’s accountants and financial advisors to maximize earnings and reduce any financial burden our clients might face.
Our team prioritizes listening and talking to clients at the beginning of each engagement to achieve a thorough understanding of their objectives and desired outcome. Most importantly, considering the sensitive nature of the matters we handle, we implement techniques that protect both client and transaction confidentiality at every turn.