Our clients include individuals for whom we provide estate planning such as wills and trust agreements, and fiduciaries administering estates and trusts whom we have advised. We are dedicated to assisting our clients and their professional advisors in preserving wealth and effectively planning for the transfer of wealth in a fashion that is consistent with each client's goals. For clients with complex needs, we structure sophisticated transactions designed to minimize tax and other costs associated with the transfer of wealth.
Effective use is made of personal residence trusts, life insurance trusts and family partnerships.
Our clients' objectives are most often achieved through the combined efforts of members of the estates and trusts practice together with the Firm's attorneys concentrating in employee benefits and business and corporate law. Many of our clients have interests in family or closely held businesses. In these cases our planning is often incorporated as part of an overall business plan. We create tailored asset management programs, including defined compensation and stock purchase agreements, and estate and business plans to achieve each client's individual and unique objectives. Charitable planning is another area of emphasis.