Our clients have a variety of business, personal and familial needs, yet they all have one desire in common – the hope of creating a secure and promising future for themselves and their families.

Advice today that shapes your tomorrow

That’s where we come in. We guide clients through tax, trusts and estates laws and strategies by learning what is most important to our clients, creating a clear vision for the future and then developing the strategy needed to transform those goals into thriving realities.

A holistic approach to your needs

We apply a multi-disciplinary approach to protecting the assets of our clients which enables us to provide advice when tax, trusts and estates matters intersect with other areas of law. With the support of the entire firm behind our team, we collaborate with our colleagues in the corporate, real estate, environmental, employment and litigation departments as needed.

Our experience includes:

• Succession planning
• Asset protection planning
• Income tax planning
• Retention of wealth
• Charitable giving
• Estates and trusts administration
• Estates and trusts planning
• Guardianships
• Business counseling
• Probate litigation
• Controversies