COMPASSIONATE LEGAL REPRESENTATION

Discussing wills, trusts and power of attorney may be a difficult subject, but we're here to make you feel at ease when deciding where your assets and properties should go.

DO I NEED AN ESTATE PLAN?


Yes, you do. Whether your estate is large or small, you should designate someone to manage your assets and make health and personal care decisions if you ever can't make them for yourself.

  • What is Involved in Estate Planning
  • Checklist for Estate Planning Documents
  • Benefits of Estate Planning
  • Estate Planning FAQ
WHAT TO EXPECT

FIRST STEP PLANNING


First Step Planning is an effective starting point to ensure that your fundamental estate planning needs are addressed to protect you and your family.

  • Last Will & Testament
  • General Durable Power of Attorney
  • Living Will Declaration
  • Healthcare Surrogate Designation
  • HIPAA Authorization
GETTING STARTED

ADVANCED TAX PLANNING


Representing families and individuals in the United States and throughout the world, we are experienced in all significant legal and tax aspects of advanced estate planning.

  • Wealth Transfer Planning
  • Business Succession Planning
  • Asset Protection Strategies
  • Charitable Gift Planning
  • Special Needs Planning
  • Elder Planning
WEALTH STRATEGIES

TRUST & ESTATE ADMINISTRATION


We regularly counsel individual and corporate fiduciaries on the administration of trusts and estates. Let us know how we can assist you or a family member with these matters.

  • Preparation of Estate Tax Returns
  • Execution of Sophisticated Estate Transactions
  • Tax Issues and Corporate Matters Advice
  • Litigating Cases in Federal, State and Local Courts
HOW WE HELP

Lawyers With an Impeccable Reputation

WE DELIVER MORE TO OUR CLIENTS