Private Client

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
发表文章 April 2026

Making GRATs Great: Sophisticated Estate-Planning Strategies to Optimize Grantor Retained Annuity Trusts

The Legal Intelligencer
1 min read
发表文章 April 2026

How to Plan for New York's Extended Clawback for Taxable Gifts

1 min read
发表文章 March 2026

Qualified Charitable Distributions Might Be Donors’ and Charities’ Quality Giving Vehicle

New Jersey Law Journal
1 min read
最新 January 2026

2026 Estate Tax Exemption and Planning Considerations

Changes in Tax Law or Other Circumstances Often Trigger the Need to Update Estate Plans
6 min read
发表文章 January 2026

New Year, Same You? Scheduling an Estate Planning Physical May Be the Appointment You Have Delayed for Too Long

The Legal Intelligencer
1 min read
最新 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
最新 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
最新 September 2025

Updates to Minnesota Trust Law

First Updates to Minnesota Trust Code Since Enactment in 2016
5 min read
最新 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
发表文章 August 2025

SALT-ing Your Properties for Potential Increased Income Tax Savings

The Legal Intelligencer
1 min read

Meet The Team

Meet The Team