Tax & Wealth Conservation Planning for Individuals

We deliberate with our clients, and assist them to address their concerns about retaining control over gifted assets.

We explain how trusts, family limited partnerships, limited liability companies, and other sophisticated techniques can be used to manage family assets (including management in case of future disability), to protect family assets from creditors, and to retain control over gifted assets while minimizing income, gift and estate taxes. We counsel our clients in choosing the best methods of asset management according to their individual circumstances and goals.

We advise our clients about different methods to make advance plans for management of their assets during a possible period of future disability, including the use of durable powers of attorney, “springing” contingent powers of attorney, revocable “living” trusts, and family limited partnerships and limited liability companies.

We offer clients sophisticated and cost-effective strategies and techniques for the protection of their assets. We thus enable our clients to better manage future risks against lawsuits and to mitigate present and future income and estate tax liability.

Areas of  Practice

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

& 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.

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.

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.