Our firm serves clients who seek to transfer assets efficiently and we also counsel our clients to understand their goals for the distribution of assets during life and at death. Our tax, trusts and estates attorneys routinely advise clients on a broad range of tax and non-tax issues and develop, implement, and defend innovative and comprehensive planning strategies to address clients’ wealth transfer and other planning objectives in a tax efficient manner. Among them, family-owned and closely held business planning, asset protection techniques, special needs planning and general family issues. Our clients include people with all these needs and we help them make a judicious decision.
We also handle all aspects of estate and trust administration, including the representation of both fiduciaries and beneficiaries in contested probate and trust matters. Our goal is to make the estate and trust administration process as simple and transparent as possible in an effort to avoid family disputes. When a dispute becomes unavoidable, we advise our clients appropriately and help resolve the issue in the most stress-free way.
Our team of lawyers works with executors and trustees in matters of probate and estate and trust administration to ensure that our client’s desires are implemented. We counsel individual and corporate fiduciaries and beneficiaries on the estate administration and settlement process, assisting clients maneuver through the legal requirements imposed by the law as well as the tax compliance obligations. We routinely resolve sensitive disputes in the areas of validity, construction and administration of wills and trusts
