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Tax, Trusts, Estate
and Probate

Planning an estate is a challenging task.  Thoughtful estate planning should not only identify who will receive assets, but be designed to preserve wealth for future generations.  Our Attorneys in the Firm’s Tax, Trust, Estate and Probate Practice Group frequently assist clients with routine and complex matters falling within the following areas:

  • Estate and Wealth Transfer Planning
  • Asset Protection Planning
  • Special Needs Planning
  • Charitable Planning and Tax Exempt Organizations
  • Business Succession Planning
  • Probate, Estate and Trust Administration
  • Prenuptial/Postnuptial Agreements
  • Entity Taxation and Planning
  • IRS Audits

Our tax and estate lawyers have advanced legal degrees in taxation and have been recognized by Best Lawyers and Super Lawyers for their tax, trusts, estate, and probate practices.  They are skilled and efficient in their analysis of the legal issues and are quick to offer a summary of their analysis and conclusions to the client so that the client can be informed and participate in the resolution and/or planning process.