Trust & Estates, And Charitable Organizations

The Firm represents a great many families, individuals, business owners, corporate executives, physicians, retirees and others seeking estate planning advice. Our practice is tax-oriented in nature—with an emphasis on assisting individuals and families in planning their affairs to minimize the burden of gift and estate taxes.

Trust & Estates:

  • Asset Protection
  • Durable Power of Attorney
  • Estate Planning
  • Guardianship
  • Tax
  • Trusts
  • Wills

Charitable Organizations

  • Litigation
  • Organization & Governance
  • Planned Giving Programs
  • Financial Risk Management
  • Tax Exemption under the Internal Revenue Code