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Trusts & Estates
We provide strategic and insightful financial planning to help our clients look ahead, consider unforeseen possibilities and assess various strategies.
Our clients include individuals and families of substantial wealth, family businesses, charitable organizations, financial institutions, all facing numerous decisions regarding income, gift, generation-skipping transfer and estate tax planning as well as related complex issues.
Our services in this area include:
- Wealth transfer and succession planning developing sophisticated estate planning, wealth management and preservation and generational plans
- Business succession planning (establishing continuity of the family business through the creation of strategic ownership and management succession planning
- Estate and trust administration (assisting with trust and probate matters, negotiations and legal proceedings involving beneficiaries and fiduciaries, and representing clients in tax controversies
- Charitable planning (facilitating lifetime and charitable giving, and ssisting clients establish and maintain non-profit and family foundations
