Legal Services

A thorough estate plan provides peace of mind that your wealth will be safeguarded during life and tax-efficiently transferred to future generations upon death, consistent with the overall family goals and values.  Living Trusts Wills Children’s Trusts Asset Protection Tax Minimization Irrevocable Life Insurance Trusts Family Limited Partnerships Pre and Post-Nuptial Planning Previous Next

We pride ourselves on the sophisticated, custom-tailored solutions we design to address our clients’ tax and non-tax goals. We think “outside the box” to create cutting-edge wealth transfer and preservation plans for our clients. Dynasty Trusts Inheritance Planning Family Legacy Planning Spousal Lifetime Access Trusts Estate, Gift, and GST Tax Reduction/Elimination Qualified Personal Residence Trusts …

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Our fiduciary litigators are widely recorded as among the top in the state. We have an established record of successfully representing individuals, entities, and institutional clients on both sides of fiduciary relationships. Will Contests Trust Litigation Claims Against Executors or Trustees Contested Capacity  Undue Influence Breach of Fiduciary Duty Mediation of Issues Previous Next

We represent clients in all aspects of estate administration, striving to make the probate process as streamlined as possible. Probate Court Matters Trust Funding Disclaiming Assets Contested Probate Matters  Estate Tax Return Preparation Previous Next

We stand ready to assist should you have a loved one that may need help or protection. Service as Attorney Ad Litem or Guardian Ad Litem Service as Guardian of the Estate and/or Person Appointment as Successor Guardian Contested Guardianship Matters Mediation of Issues Previous Next

Our attorneys provide comprehensive services in all areas of business and corporate law. We have the expertise to assist our clients with virtually any type of corporate transaction and serve as outside general counsel for many clients. Choice of Entity Analysis Bylaws Partnership Agreements LLC Agreements Buy/Sell Agreements Shareholder Agreements Sale and Purchase Agreements Reorganizations/Restructurings …

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We routinely assist with the formation and ongoing legal services for private and publicly supported charitable organizations. Private Foundations  Public Charities Donor-Advised Funds Form 1023 Filings Form 990 Filings Previous Next

We represent clients in all stages of state and federal tax controversy. While our goal is typically to resolve disputes without litigation, we have the experience necessary to competently dominate the courtroom. IRS Audit Representation Tax Court Representation Tax Litigation Previous Next

Our attorneys provide wide-ranging services in the area of international tax planning and compliance, including representing clients on cross-border transactions, compliance issues related to foreign assets, and varied tax audits. International Tax Planning Cross-Border Transactions  Compliance Issues Related to Foreign Assets Previous Next