We design sophisticated trust and estate plans to minimize transfer taxes while maintaining flexibility for future generations.
Clients include multi-generational families as well as first generation creators who share the goal of legacy preservation. We partner with clients as trusted advisors to family trusts, active investment entities, charitable organizations, family governance structures and private trust companies.
We provide fiduciary support to trustees, executors and board members, including navigating trust and estate administration and probate and accounting proceedings.