Our FirmThe estate planning process is one of disclosure, discussion and decision which is critical to building a relationship of trust among clients and counsel. The family legacy is then preserved through careful consideration and implementation of estate planning instruments. Our attorneys, paralegals and staff are committed to serving clients with strategies designed to protect certain beneficiaries, minimize or eliminate taxes, preserve family businesses and leverage charitable gifts.
The same process applies to the practice of “elder law,” which calls for special approaches to the representation of seniors and their caregivers, particularly in cases of Medicaid eligibility planning and guardianships.
This trusted relationship often leads to the nomination of our attorneys to serve in a variety of fiduciary roles, such as successor trustee, in order to provide an independent but sympathetic asset manager for the intended beneficiaries. We also serve as legal and tax counsel to family members appointed as executors and trustees in their fiduciary obligations, such as accountings, income tax returns, distributions and litigation involving their estates and trusts.
The Firm is unique in that our dedicated focus on matters involving estates and trusts supports our related litigation practice. We likewise limit our litigation matters to issues like will contests, removal of executors and trustees, and representation of clients in all manner of tax controversies.