Our attorneys provide a unique service to the firm’s high net worth families and their closely-held businesses. Our approach permits our clients to work intimately with a small group of trusted advisors who have access to the resources and expertise of a tax law firm. We integrate sophisticated family wealth planning, estate and tax planning, and business planning with a variety of other legal services. Our comprehensive approach provides our clients with efficiencies and economies of scale, and ensures an integrated analysis of their family, financial, and business issues. It also assures our clients and their families of a consistent source of guidance and support with respect to their planning matters.
Many of our most enduring relationships involve two or more generations, and clients with multiple layers of trusts, one or more charitable foundations, and numerous business activities and interests. We can provide the necessary sophisticated planning, but we are also sensitive to and experienced with the family and personal issues that are important to our clients.
Our primary practices include Family Wealth and Estate Planning, Trust and Estate Administration, Taxation, Tax-Exempt Organizations and Private Foundations. Our firm also assists individuals, couples, seniors, Veterans and their spouses and families with Elder Law, Medicaid Planning, Estate Planning, Wills, Trusts, Powers of Attorney, Special Needs Planning, Veteran’s Benefits, and Real Estate.