What We Do

Estate, Trust, & Wealth Preservation

We are responsible for assisting individual clients and families in achieving their wealth transfer and estate planning objectives. We counsel clients on every aspect of estate planning, with a focus on minimizing worry and risk. We personalize guidance for the unique concerns and objectives of high-income and high-net-worth individuals and families, including senior corporate executives, owners of privately held businesses, professionals, ranchers, and farmers.

Key Services

Traditional estate planning, including preparation of revocable trusts, irrevocable trusts and wills
Family business planning
Life insurance planning
International estate planning
Wealth preservation
Marital agreements
Estate and trust administration
Post-mortem planning
Employee and retirement benefits
Private foundations
Publicly supported charities
Contested probate and trust matters (representation of both fiduciaries and beneficiaries)
Guardianship and conservatorship administration
Structuring gifting programs

A Couple Holding Hands on a Desk with a Statue of Lady Justice

Perspective view of approximately 10 people conversing around a conference table.

City train stop motion one car and building and palm trees in background.

Trust & Estates Counsel

We counsel clients on virtually every aspect of estate planning to help minimize worry and risk
Our attorneys work with clients to evaluate their unique situations and help them achieve their wealth transfer goals
We design all necessary documents and structures to maximize tax efficiency and minimize the risk of disputes
Our attorneys handle virtually all aspects of estate and trust administration, including the representation of both fiduciaries and beneficiaries in contested probate and trust matters
When a dispute becomes unavoidable, clients can depend on our experience in litigation, mediation and other forms of alternative dispute resolution

Estate Planning & Administration

We assist our clients in accomplishing tax-efficient wealth transfer consistent with their overall family goals and values, providing personalized guidance for their unique concerns and objectives
Our advice takes into account the current and projected changes in the tax and state laws affecting our clients’ planning
We counsel clients regarding:
- Business succession and wealth preservation across generations
- Succession planning with life insurance and employee and retirement benefits
- Gift, estate and generation-skipping transfer tax planning
- Charitable giving and the establishment and operation of private and publicly supported charitable organizations
- Administration of trusts and estates
We represent clients in court in virtually all matters involving contested interests and in IRS administrative proceedings involving the determination or assessment of taxes and questions as to the taxable value of closely held businesses, real estate, artwork and other unique assets

International Estate Planning

We offer services to non-U.S. citizens and non-resident alien individuals to assist them in structuring estate and business succession plans that address the unique tax rules applicable to them
Our attorneys provide wide-ranging services in the area of international estate planning