Estate Planning

Plans that protect what a family has built — and spare the next generation the cost, delay and exposure of probate.

Services

Trusts

Revocable and irrevocable trusts, intentionally defective grantor trusts, life insurance trusts, and trust certifications for domestic and international families.

Asset Protection

Structures and techniques that shield assets from future creditors while remaining coherent with the client’s tax position.

Advance Directives

Wills and pour-over wills, durable powers of attorney, living wills, health care surrogate designations and guardianship nominations.

Trust Funding

Transfer of assets into existing trusts and reorganization of ownership so the plan on paper is the plan in force.

Probate & Beneficiaries

Guidance to beneficiaries after a death: notifications, asset inventory, and initiation of the probate process.

Business Succession

Continuity planning for owners of closely held companies, coordinated with the corporate documents that govern them.

Integrated with

Taxation / Corporate / Real Estate

Handled by the same attorney, in the same conversation.