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.
Adhering to our Firm’s multidisciplinary philosophy, we work with our clients’ accountants and financial advisors to maximize earnings and reduce any financial burden our clients might face. We craft well-executed estate plans to enable clients to 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 have helped clients 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.