Estate Planning & Settlement
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.
- Business Succession Planning
- Charitable Planning
- Corporate Fiduciary Representation
- Estate & Gift Tax Planning
- Executive & Physician Planning
- Trust Administration & Estate Settlement
- Trust & Probate Litigation
- Trust & Wealth Management
- Wills, Trusts & Estate Planning