Estate and Trust Planning

We develop custom estate plans that provide for tax-efficient distribution of assets both during life and at death. As all clients have different family needs, financial circumstances and objectives, personal passions and interests, every estate plan is unique. Estate planning may include:

  • wills
  • trusts
  • charitable giving structures
  • private foundations
  • gifting programs
  • planning for family members with special needs
  • business succession planning
  • family limited partnerships
  • liquidity planning
  • disposition of assets
  • insurance trusts
  • asset protection