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

Insights
最新 April 2025

Montana Allows Donor Standing for Endowment Violations, While Similar Efforts Are Pending in Oklahoma

Law Also Allows Charities to Obtain Judicial Declarations of Endowment Agreements’ Rights and Duties
4 min read  
发表文章 March 2025

Charitable Remainder Unitrusts Offer Potentially Valuable Income Tax Deferral Strategies for Some Designated Beneficiaries

The Legal Intelligencer
1 min read  
发表文章 March 2025

Tax-Efficient Distribution Strategies Needed Now for Certain Inherited Retirement Plans

Pennsylvania CPA Journal
1 min read  
发表文章 January 2025

Ideas We Should Borrow: A Legislative Wishlist for NJ Trusts and Estates

1 min read  
发表文章 January 2025

Government, May I Fix My GST Mistake? Regulations Offer Guidance on Generation-Skipping Tax Exemption Allocation Relief

1 min read  
最新 January 2025

2025 Estate Tax Exemptions and Planning Considerations

2025 Federal, Florida, Illinois, Indiana, Minnesota, New Jersey, New York and Pennsylvania Estate Tax Exemptions
7 min read  
发表文章 December 2024

Time for a Reassessment of Personal Goodwill in Divorce Cases?

2 min read  
媒体报道 December 2024

Angela Fogt Discusses Nonprofit DEI Efforts Post-Students for Fair Admissions With Minnesota Lawyer

2 min read  
发表文章 October 2024

Falling Back in Love With Certain Estate Planning Strategies in a Falling Interest Rate Environment

1 min read  
发表文章 October 2024

Sustainable ESG Communications for Registered Funds and Advisers in a Transitioning Space

1 min read