Creating estate plans that meet clients’ specific financial, security, and legacy goals with customized guidance, implementation, administration, and oversight

Advising clients on efficient and effective means to transfer wealth and manage income, gift, estate, and generation-skipping taxes

Implementing estate planning on an ongoing and multigenerational basis, including trust and probate administration and litigation, representation of executors and beneficiaries, and preparation of federal estate and gift tax returns

Planning for unique assets such as art

Creating effective succession planning for closely-held businesses

Incorporating charitable planning into clients’ overall estate plans as appropriate

Representing clients in tax controversies relating to private client matters