Estate Planning

wealth

The Firm counsels individuals and families in all aspects of sophisticated estate planning. We prepare trusts, wills, and all associated estate planning documents. In addition, we prepare gift, estate, generation-skipping transfer tax, and fiduciary income tax returns and represent clients in audits of those returns. We supervise the administration of estates and trusts, including sales of residences, tangible personal property, listed securities, partnership interests and closely held businesses.

We also have substantial expertise in the following areas related to estate planning:

  • Charitable Gift Planning
  • Business Succession Planning
  • Private Foundations