Areas of Practice

We provide exceptional service and quality by limiting our practice areas to the ones you see below. We are experienced in a variety of areas to ensure you the best service. 

Estate Planning

We provide a full range of estate planning services, including wills, revocable living trusts, powers of attorney, and advance health-care directives. For more advanced planning, we advise clients with respect to generation-skipping “dynasty” trusts, irrevocable gift trusts, and charitable planning and coordinate with clients’ tax and financial advisers on business succession planning, family limited partnerships, and other vehicles to protect family assets.

Probate & Trust Administration

We advise individuals and corporate Personal Representative and Trustee on all facets of probate and trust administration, including interpretation and accounting issues, taxation of trusts and estates, and fiduciary duties and liability. We also assist with the preparation of fiduciary income, gifts, and estate tax returns.

Conservatorships & Guardianships

Assist Clients in filing for conservatorship and guardianship of minors or incapacitated adults in need of assistance with the management of their assets.

Trust Litigation

Represent clients in cases involving reformation or early termination of trusts, breach of fiduciary duties and will and trust contests.