We assist friends and clients with the recognition of important personal issues that affect their families and their businesses. We counsel clients concerning the critical decisions that each of us must make regarding the disposition of property and the passing of control. We strive to present alternative vehicles by which to implement client objectives in the most efficient and cost effective manner. Through the use of wills, revocable and irrevocable trusts, life insurance trusts, generation-skipping transfers, family limited partnerships, gift transfers and other planning opportunities, we seek to avoid the vagaries of probate proceedings and to optimize favorable tax treatment.
When probate proceedings are required, we handle the estate administration and provide related counseling.