Protecting your legacy with experienced estate planning and trust attorneys
We understand that planning for the future – for yourself, your loved ones or your family business – is a deeply personal journey. Our team of estate planning attorneys is committed to bringing you peace of mind through thoughtful, tailored solutions aligned with your unique needs and goals. From complex estate planning and tax strategies to family business succession planning, we work with you to ensure that your legacy is protected and your intentions are reflected.
Our trust and estate attorneys regularly advise clients ranging from business owners and executives, family-owned and closely held businesses to beneficiaries of dynasty trusts on sophisticated estate planning, estate and trust administration, wealth transfer and transfer tax minimization, and trusts and estates disputes.
The practice is recognized among the nation’s top legal advisors by leading publications, such as Best Law Firms. Our attorneys are known for their proven ability to deliver solutions to clients facing complex trust and estate issues; strong relationships and reputation in the high-net-worth community; and steadfast commitment to helping family and closely held businesses.
We provide guidance in a number of areas, including:
- Wills, living trusts, durable power of attorney and community property agreements
- Prenuptial agreements, postnuptial agreements and cohabitation agreements
- Succession planning for family businesses
- Estate and gift tax planning and tax return preparation
- Irrevocable life insurance trusts
- Grantor-retained annuity trusts
- Private foundation formation
- Charitable giving planning and tax-exempt organizations
- International estate planning
- Administration of trusts and estates, including probate
- Guardianships
- Advising heirs, beneficiaries and fiduciaries as to their rights, interests and obligations in an estate or trust
- Will contests and other trust and estate dispute resolution
- Conservation easements
- Prenuptial, status of property and community property agreements
Estate Planning Attorneys for Legacy Protection
We design estate plans uniquely suited to each client’s goals, converting their wishes into effective, well-documented strategies geared at protecting and honoring their legacy.
Trust and Estate Attorney Services
Our probate and trust administration team ensures a seamless, respectful process for all involved parties, helping families manage responsibilities with as little stress as possible. Clients appreciate our in-depth experience with various types of trusts, including charitable trusts, charitable remainder trusts, dynasty trusts, education trusts, irrevocable life insurance trusts (and other irrevocable trusts), grantor-retained annuity trusts, qualified domestic trusts, qualified personal residence trusts, and testamentary trusts, among others.
Estate Planning Attorneys for Legacy Protection
We design estate plans uniquely suited to each client’s goals, converting their wishes into effective, well-documented strategies geared at protecting and honoring their legacy.
Business Tax and Dispute Attorneys for Family-Owned & Closely-Held Companies
As trusted advisors to closely held and family-owned businesses, we are dedicated to helping clients develop a solid business and legal infrastructure positioned for growth and longevity. We advise a wide range of clients in navigating and avoiding risks that can threaten a family business, such as intra-and intergenerational rivalries among family members, compensation disputes, breaches of fiduciary duties by family members, death and succession issues, integrating non-family members into the company structure, and difficulties in determining lines of authority.
