Our Wealth Preservation Practice Group devises and implements personalized and strategic estate, gift, trust and tax planning solutions that secure our clients' financial futures. We are typically retained by high net worth individuals, entrepreneurs, and business owners, who benefit from focused counsel on the full spectrum of wealth management issues. We offer full-service estate planning services, including document preparation and implementation. We provide sophisticated gift strategies, estate and trust administration services, including representing fiduciaries and beneficiaries in contested matters, and tax planning and tax compliance services, including the preparation of federal and state income tax returns.
Business Succession Planning
Sophisticated succession plans that provide for the seamless transition of business ownership. More about our practice.
Our full array of customized transactional estate planning services is designed to help clients conserve their assets for succeeding generations. More about our practice.
Tax Planning and Compliance
Comprehensive tax planning, preparation, and compliance services that help clients realize optimal tax savings. More about our practice.
Trusts and Estates
Complete estate planning counsel – from simple wills and basic trusts to creating sophisticated estate plans – as well as a full array of trust administration services. More about our practice.
- January 2023