Practice Details

Trusts & Estates

Our Private Client Services group is much more than a traditional trusts and estates practice. We handle all aspects of our clients’ financial, family and tax matters, including gift and estate tax planning, estate administration, charitable planning, family law, elder law planning and family business arrangements. We give cutting-edge advice to high net worth individuals, owners of private companies, and corporate executives. We use sophisticated planning techniques such as family limited partnerships, qualified personal residence trusts and charitable trusts, as well as time-tested tax savings ideas such as credit shelter trusts, disclaimer trusts and irrevocable insurance trusts. We recognize that there is no such thing as a “magic wand” that can eliminate estate taxes or family issues. Our goal is to help our clients use a combination of planning ideas that can substantially reduce taxes while meeting their personal goals. Lawyers in our group are active in business, professional, and philanthropic organizations.