Wealth Preservation, Estate Planning and Probate

Our firm counsels clients on matters involving wealth planning and preservation, including trusts, estates, wills, income tax relating to trusts and estates, estate, gift and generation-skipping tax, and charitable organizations. We are in the forefront of developing and implementing innovative estate planning techniques to transfer wealth from an older generation to a younger generation. These techniques often involve the creation of new entities or changes in existing entities, as well as careful consideration of federal and state income, estate and gift tax laws. Our work also includes advising fiduciaries and beneficiaries in the administration of trusts and estates.