| Maintaining and protecting your assets for those you most care about is one of life’s imperatives. You deserve the satisfaction that comes from taking care of the things you have worked hard to build: your family, your assets, your business and your charitable interests. We can help deliver that satisfaction.
Our goal is to provide you peace of mind as you manage your affairs. We do this in several ways:
- Technical excellence: Our attorneys have the experience and expertise to address any estate planning situation. We specialize in this area and stay current with the latest techniques. We regularly receive awards and recognition, and most of our partners have been elected to the American College of Trust and Estate Counsel (ACTEC), the highest level of national recognition.
- Stability: Our partners have been with the firm an average of 20 years and we have served many clients for multiple generations. We will be here when you need us.
- Proactivity: We don’t wait for you to come to us when a problem arises. We help you recognize opportunities and capitalize on them. We reach out to ensure you are aware of changes in relevant laws and regulations so that you are able to respond in a timely, appropriate way.
Our client base is broad with a wide variety of needs. We help clients who have large, complex estates with cutting-edge tax planning and asset management. We help business owners plan for an orderly succession and manage the proceeds of liquidity events. And for people with standard needs, we have constructed an efficient, cost-effective model to minimize your administrative hassles and help you provide security and certainty to your loved ones.
Whatever their needs, we know each client is an individual and every project is unique. We invest time in getting to know you, your goals and the people who rely on you. We then create a customized relationship and options to help you arrive at a solution that works best for you.
Because we do not provide investment advice to our clients, as some law firms do, we face no investment-related conflicts in our counsel and are well-positioned to work effectively with the other members of your financial team. And that leaves you free to spend your time doing what you most enjoy, knowing that our team is watching out for you. |
Selected Experience Real estate and business owners Ongoing Structures tax-adjusted charitable gifts of appreciated assets and business interests for donors and major tax exempt organizations. Private family-owned building material warehouse & distribution businesses Ongoing Succession planning for multigenerational family businesses. Multiple clients Ongoing Charitable planning in conjunction with liquidity. Multiple clients Ongoing Creating private family foundations. Multiple Clients Ongoing Estate planning for creator of intellectual property, including authors, playwrights, composers, artists, photographers and similar creative talent. Multiple clients Ongoing Multigenerational planning involving generation-skipping transfer tax and dynasty trusts. Closely held and public companies Ongoing Probate and trust administration of estates/trusts and interests in closely held and public companies. Multiple clients Ongoing Creation and funding of intentionally defective grantor trusts. Multiple clients Ongoing Creation and funding of grantor retained annuity trusts (GRATs). Principals of public and private companies Ongoing Strategic estate planning for founders, owners, officers and shareholders of public and private companies in connection with liquidity events, IPO, acquisitions. Foundations Ongoing Restructuring and merger of multiple family foundations. Fourth-generation, private, family-owned cold storage warehouse and logistics company Ongoing Multigenerational estate planning for CEOs and shareholders. | |