Estate Administration and Wealth Transfer Planning

Our highly regarded Wealth Transfer Planning and Estate Administration Group owes its success to its focus on the unique nature of each estate. We recognize that your estate - its growth, preservation and transfer - will be affected by your values and the values and needs of your loved ones, in a very personal way. When we work with you, this idea - the special nature of your estate - always guides us.

Of course, we bring to bear the highest level of estate planning skills in developing and implementing your estate plan. We expertly handle all aspects of estate planning including wills, trusts, and estate administration. As part of our wealth preservation and transfer planning, we prepare family partnership and limited liability company agreements, and shareholder buy-sell agreements. We also help to restructure a business where appropriate to implement your wealth transfer plan. We are experienced in preparing estate and gift tax returns, and in handling IRS audits. We also handle contested estate and trust matters.

In order to provide the best wealth transfer plan tailored to your estate, we must be more than careful draftsmen of documents, and more than top legal technicians. We believe it's essential that we have an understanding of your values and the needs of your family members so that we can develop an overall plan for your wealth transfer. As a result, we will become not only your lawyers, but your confidants and advisors. In so doing, we will then be able to provide you with the answers to help you make the right choices, and be there in the future whenever you need us.