Revocable Trust & Will-Centered Estate Planning
From structuring family investment vehicles and business succession planning, to income tax planning and charitable giving, we’ll advise you on how best to protect your family, preserve your wealth, safeguard your assets, and achieve personal, business, and tax goals.
Our revocable trust and will-centered estate planning team is regularly recognized for their continuity of client relationships over generations and their deep knowledge of trust, estate, and tax laws.
Using a wide variety of gift- and estate-planning strategies, we custom-tailor trusts and estate plans to each client’s individual needs and goals.
With extensive experience in helping clients balance family, business, tax, and legal considerations, our team regularly advises individuals and families, business owners, entrepreneurs, and professionals regarding all aspects of trusts, estates, gift planning, and multigenerational tax planning.
Further, we provide guidance to family offices on entity structuring, management, partnership and operating agreements, business succession planning, avoiding tax liability and other pitfalls, and ensuring a smooth transition of their privately owned businesses.
Our extensive range of trusts and estate-related services includes:
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- Business succession planning
- Charitable giving
- Digital asset estate planning
- Estate and trust administration, including probate
- Estate planning, including wealth preservation and wealth transfers
- Gift planning
- Guardianships and conservatorships
- Tax planning
- Trust and estate litigation
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