Estate Planning and Administration

The Firm’s Estate Planning and Administration department provides counsel to clients on estate and tax planning, wealth preservation, multigenerational tax and estate planning, asset protection planning, business succession planning, and related legal matters. The attorneys in this department work individually with the client to meet their needs, along with working with outside professionals when appropriate to formulate and implement a client’s estate plan. The Firm uses sophisticated estate planning and wealth preservation techniques to assist individuals and families, executives and closely held business owners to preserve and protect their assets and tailor plans to meet each client’s objectives, including the advancement of their philanthropic interests. Our attorneys frequently draft wills, trusts, Advanced Health Care Directives and Powers of Attorney. Additionally, the attorneys in this department assist clients with business succession planning.