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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.

Insights & Events

Latest

Updates September 2025

Planning Suggestions for the Impact of OBBBA on Estate and Tax Planning

Plus a Summary of States’ Inheritance and Estate Taxes
10 min read  
Updates September 2025

Illinois Amends the Probate Act With Key Changes to Small Estate Affidavit

Small Estate Limit Increased to $150,000, Excludes Vehicles
4 min read  
Speaking Engagement Recap September 11, 2025

Beauty is in the Eye of the Beholder: Reviewing Estate and Tax Planning Following the One Big Beautiful Bill Act

Howard County Estate Planning Council Membership Breakfast
1 min read  
Speaking Engagement Recap September 04, 2025

Stupid in Love: Intentional Estate Planning for Married Couples

National Association of Personal Financial Advisors (NAPFA) Fall 2025 National Conference
1 min read  
Updates September 2025

Updates to Minnesota Trust Law

First Updates to Minnesota Trust Code Since Enactment in 2016
5 min read  
News August 2025

Angela Fogt Named a 2025 ‘Top Women in Law’ Honoree by Minnesota Lawyer

1 min read  
Updates August 2025

Sales of Qualified Small Business Stock (QSBS), ‘Stacking’ and Other Structures for Advanced Estate Planning

Including Changes Under the H.R. 1 Budget Reconciliation Act for Stock Acquired After July 4, 2025
8 min read  
Published Articles August 2025

SALT-ing Your Properties for Potential Increased Income Tax Savings

The Legal Intelligencer
1 min read  
Podcast July 2025

Brian Balduzzi Discusses Intersection of Estate Planning and Philanthropy on the Illuminate Philanthropy Podcast

1 min read  
News August 2024

Lisa Presser and Justin Ginter Recognized in 2024 New Jersey Legal Awards

New Jersey Law Journal
2 min read  
Insights
Updates September 2025

Planning Suggestions for the Impact of OBBBA on Estate and Tax Planning

Plus a Summary of States’ Inheritance and Estate Taxes
10 min read  
Updates September 2025

Illinois Amends the Probate Act With Key Changes to Small Estate Affidavit

Small Estate Limit Increased to $150,000, Excludes Vehicles
4 min read  
Updates September 2025

Updates to Minnesota Trust Law

First Updates to Minnesota Trust Code Since Enactment in 2016
5 min read  
Updates August 2025

Sales of Qualified Small Business Stock (QSBS), ‘Stacking’ and Other Structures for Advanced Estate Planning

Including Changes Under the H.R. 1 Budget Reconciliation Act for Stock Acquired After July 4, 2025
8 min read  
Published Articles August 2025

SALT-ing Your Properties for Potential Increased Income Tax Savings

The Legal Intelligencer
1 min read  
Podcast July 2025

Brian Balduzzi Discusses Intersection of Estate Planning and Philanthropy on the Illuminate Philanthropy Podcast

1 min read  
Updates July 2025

New “Trump Accounts” for Children

Fund Sponsors and Service Providers May Wish to Begin Assessing Product Eligibility
3 min read  
Updates July 2025

New Law Extends and Amends Qualified Opportunity Zone Tax Incentives

Also New Is the Concept of a Qualified Rural Opportunity Fund
6 min read  
Published Articles May 2025

Estate Planning Lessons From the Oracle of Omaha

New Jersey Law Journal
1 min read  
Updates April 2025

Your Pennsylvania Entity’s Report May Be Due Sooner Than You Think in 2025 and Beyond

Change From 10-Year to Annual Reporting Requirements
4 min read