Overview
We provide high net worth individuals and families, foundations and fiduciaries in the United States and around the world with trusted counsel to preserve, manage and transfer wealth. We also support your philanthropic goals and ensure the orderly transition of your business. Our team includes some of the most experienced attorneys in business succession planning who design multigenerational plans to integrate future generations into your family business. We also have decades of experience guiding clients and their families in supporting personal causes and establishing public charities and private foundations. When it comes to managing family matters, we create and operate special needs trusts, implement estate plans to address issues for those with disabilities and handle legal matters affecting seniors. Finally, if a conflict arises with respect to your estate plan, we combine zealous advocacy with appropriate sensitivity to complex issues to protect your assets and your legacy.
Private Client Sectors
Insights & Events
Experience
Our Experience
-
April 2019 1 min readCollege Wins Estate DisputePrivate Client Trust & Estate Litigation Litigation Special Needs Trusts & Elder Law Planning
-
February 2019 1 min readBeneficiary Protects Trust From MismanagementPrivate Client Trust & Estate Litigation
-
May 2018 1 min readDecades-Old Claim on Deceased Evangelist’s Estate Barred by Appeals CourtPrivate Client Trust & Estate Litigation
-
December 2017 1 min readBeneficiaries Win Restitution From TrusteePrivate Client Trust & Estate Litigation
-
August 2017 1 min readFoundation Settles Will DisputeEstate & Trust Administration Private Client Trust & Estate Litigation
-
May 2017 1 min readTrustee Prevails in Precedent-Setting State Income Tax CaseFinancial Services Institutional Trustees & Agents Private Client Trust & Estate Litigation