Estate Planning

What makes us different

Estate planning is more than simply about drafting documents. Your attorney should have a complete understanding of what you have built, what you want to protect, and who you want to benefit from it. We work with clients who have complex financial lives, diverse asset portfolios, and a genuine need for planning that goes beyond your standard estate planning. Our focus is on a wholistic approach to estate planning, designed to minimize tax exposure, protect assets from unnecessary risk, and ensure your wishes are carried out with clarity and precision. We take the time to understand the full picture before recommending a plan.

Who we represent

We represent individuals, families, and business owners with significant or diversified assets and sophisticated planning needs. Our clients often hold a combination of real estate, business interests, investment portfolios, and personal property that requires careful coordination across legal, financial, and tax considerations. We also work with clients who are navigating major life transitions, including the sale of a business, inheritance, or retirement, where proactive planning is especially important.

What we do

We design and implement comprehensive estate plans tailored to each client's unique circumstances, with a focus on preserving wealth and providing for the future. Services include:

Wills & Simple Revocable Trusts — Foundational planning documents drafted to reflect your specific wishes, family structure, and asset profile.
Advanced Trust Strategies — Irrevocable trusts, dynasty trusts, specialized trusts, and other structures designed to minimize estate and gift tax exposure and protect assets across generations.
Powers of Attorney & Healthcare Directives — Durable financial powers of attorney, healthcare proxies, and living wills that ensure your decisions are honored if you are unable to make them yourself.
Beneficiary & Asset Titling Review — Coordination of beneficiary designations and asset titling to ensure your plan works as intended across all accounts and holdings.
Business Succession Planning — Strategies for transitioning business interests in a tax-efficient manner, including buy-sell agreements and ownership transfer structures.
Estate Administration Guidance — Practical counsel for executors and trustees navigating the administration of an estate or trust after a loved one has passed.