Trusts & Estates

We provide practical, well-considered counsel on all aspects of Trusts & Estates for individuals, couples, families, business-owners, and institutional trustees. Safeguarding and carefully managing your assets can be a complex matter so we provide personalized guidance for your estate planning, estate and trust administration, and litigation needs.

Trusts & Estates Law

A trusted advisor for a variety of situations.

Our Professionals

Client Profiles

  • Unmarried Individuals – We understand the unique concerns that affluent, unmarried individuals face with regard to wealth transfer, wealth preservation, and charitable giving. We can help you define your objectives and advise you on the best way to achieve them. We also provide counsel in premarital situations, including the preparation of prenuptial agreements.
  • Couples – We help couples work through the myriad concerns that surround estate planning and wealth transfer. Having a clear plan and working through your priorities—as a couple and as individuals—can improve both the legacy you leave behind and the life you lead together today.
  • Families – If you are a member of an affluent family, you can benefit from the experience of advisors who intimately understand your unique dynamics. Safeguarding legacies—financial, philanthropic, and personal—over multiple generations requires a comprehensive understanding of the law along with proven abilities in discretion and diplomacy.
  • Business Owners – As a business owner, you may face the prospect of having an asset base that is largely concentrated in a single asset—your business. We can assist you with issues concerning tax planning, wealth transmission, business succession, and estate liquidity in order to preserve and extend your business and the legacy you have built.
  • Institutional Clients – We advise banks, trust companies, and nonprofit organizations on fiduciary matters such as the administration of estates, tax issues, issues relating to trusts, and the creation of charitable foundations and trusts.

We have updated our Privacy Policy. Click here to view changes.