Our team has extensive experience in all aspects of estate planning and succession administration. We help protect and administer family wealth and plan for the transmission of wealth to family members and charities, with sophisticated but practical tax advice integrated into confidential estate plans that reflect our clients’ family, charitable and business objectives. We take a personalized approach to estate planning by meeting with each client to understand their unique needs and wishes.
Executors and trustees often engage us to oversee the administration of large estates and trusts and to handle the necessary legal, tax, and accounting duties. We have the ability to assist in carrying out the various fiduciary functions, such as collecting, valuing and disposing of assets and maintaining proper records.