Estate Planning & Settlement

Read More John Paul  Callahan
John Paul Callahan
Read More John R. Ivimey
John R. Ivimey
Read More Sydney Souder Kislin
Sydney Souder Kislin
Read More Ingi-Mai  Loorand
Ingi-Mai Loorand
Read More Frederick J. Mullen Jr.
Frederick J. Mullen Jr.
Read More Katherine E. Mulry
Katherine E. Mulry
Read More Barbara A. Taylor
Barbara A. Taylor
Read More Michelle  Horan
Michelle Horan
Read More Patricia L. Johnson, Individual Client Services
Patricia L. Johnson
Read More Isabel  Rolfe, Individual Client Services
Isabel Rolfe

The Estate Planning & Settlement practice provides sophisticated but practical estate planning, settlement, and trust administration services to a wide range of clients, including professionals, business owners, and retirees.  In some instances, our clients request that we serve as executor or trustee under their estate plans and provide wealth management services for their families.  We pride ourselves on providing sound advice, personal service, technical proficiency and sensitivity to client needs.

Read More John Paul  Callahan
John Paul Callahan
Read More John R. Ivimey
John R. Ivimey
Read More Sydney Souder Kislin
Sydney Souder Kislin
Read More Ingi-Mai  Loorand
Ingi-Mai Loorand
Read More Frederick J. Mullen Jr.
Frederick J. Mullen Jr.
Read More Katherine E. Mulry
Katherine E. Mulry
Read More Barbara A. Taylor
Barbara A. Taylor
Read More Michelle  Horan
Michelle Horan
Read More Patricia L. Johnson, Individual Client Services
Patricia L. Johnson
Read More Isabel  Rolfe, Individual Client Services
Isabel Rolfe
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