Estate Planning

We have a special interest in preserving and protecting wealth.

  • We create tax efficient customized estate plans using wills, lifetime and testamentary trusts, general powers of attorney, medical powers of attorney and living wills.
  • We identify and implement lifetime giving strategies using a full range of trusts and wealth transfer instruments, including grantor-retained annuity trusts, dynasty trusts, qualified personal residence trusts, grantor trusts and revocable trusts, which also serve as asset protection devices.
  • We assist our clients in achieving their philanthropic objectives by creating charitable giving programs and family foundations.