Overview

We help clients secure their financial futures or pass assets to the next generation through strategic estate planning. Our lawyers skillfully and efficiently prepare will and trust documents to direct the organization, administration and disposition of clients’ estates. We guide on valuation of assets and help individuals understand their financial options while considering goals such as maximizing and equalizing inheritance. For those with charitable goals, we understand how to develop tax-efficient gifting programs and how to use revocable and irrevocable trust instruments to bequeath funds. And we integrate life insurance planning and medical care preparation for a comprehensive approach. When planning estates, we consider and recommend strategies for transferring wealth with minimal tax consequences. Our team is experienced in international estate planning matters and can manage large, global estates or the assets of local individuals.

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