About Us

We are an estate and tax planning boutique law firm. Our mission is to devote our best skills, efforts and resources to advise our clients enthusiastically and creatively to accomplish their business, tax, family and estate planning goals and objectives, and we offer superior personalized attention with the utmost regard for privacy and confidentiality.

Areas of  Practice

We provide comprehensive estate and tax planning legal services to our clients.
Learn more about our Areas of Practice below.

Wills & Trusts

We prepare lifetime trusts and wills for clients after thorough discussions and analysis of their individual circumstances and goals, using our knowledge, skills and expertise.

& Probate

We work with the executors of our clients’ estates in collecting and valuing assets, selling, dividing and distributing property of the net estate to the heirs or legatees.

Tax & Wealth
Conservation Planning
for Individuals

We offer clients sophisticated and cost-effective techniques and strategies for the protection of their assets, enabling them to better manage risks against lawsuits and to mitigate liability.

Tax & Business
Planning for

We are experienced in analyzing the intricacies of tax issues encountered by “C” and “S” corporations, real estate, various general and limited partnerships, limited liability companies and other organizations.

Exit Planning for
Business Owners &
Business Succession

Our firm works with business owners on exit planning and focuses on the business owner’s needs as well as the needs of the business for sustainability.

Charitable Planning

We advise our clients who are interested in making charitable donations about how best to benefit both the charity and their families by minimizing income, gift and estate taxes.

Meet Our Team

Our attorneys advise clients who range from individuals with moderate sized estates to ultra high net worth individuals and family businesses. Our clients include entrepreneurs, business executives, professional athletes, privately-held companies, their owners and their families. Learn more about our attorneys and paralegals below.

David J. Lukinovich
Carl J. Servat III
Carla H. Sibille
Kathryn P. Garitty
Amanda P. Sigur
Daniel H. Bruni
Monica T. Tran
Brandi M. Labruzzo
R. Monique Buras
Elise Murray


Our attorneys volunteer their time to various charitable and professional organizations. Our attorneys also submit articles of interest on our website that address a variety of estate and tax planning topics. See below to learn more about how we give back to the community and our firm newsletters.