This practice involves managing the structure and operation of sophisticated estate and philanthropic planning, asset protection, multi-generational education, and wealth-preservation planning. Good wealth management and estate plans help individuals and families with some of their most important concerns.

Our attorneys have earned the confidence of generations of wealthy clients by meeting their needs with skill and sensitivity. We have decades of trust- and estate-counseling experience and we are highly knowledgeable about federal and state tax laws as they relate to family businesses, charitable giving, wealth preservation and estate planning.