Creating effective, tax-efficient estate plans while providing the highest level of personal service is a critical focus for this group. Because each family is unique, our attorneys work with clients as counselors in the true sense of that word.

The group serves clients with a broad range of wealth and is very effective in applying a wide variety of estate planning strategies, with the goal of significant tax reduction or elimination.

Areas of expertise include:

• Trusts
• Closely held entities
• Private and public charitable entities
• Post-death administration of estates and trusts
• Estate tax compliance
• Audits of gift and estate tax returns

The attorneys in this group work closely with members of the firm's other groups, particularly the Corporate & Business, Real Estate, and Taxation groups. Close coordination brings the expertise of these various groups to bear in a highly effective way.