Overview

Our team of estate planning attorneys assists high net worth individuals and families in preserving, managing and transferring wealth — while minimizing the tax on family legacies. We design individually tailored and tax-efficient estate plans for the administration and disposition of your assets in a manner that is sensitive to the complexities of inheritance and family dynamics. Our team is experienced in handling estate and gift tax audits, and we are skilled at negotiating with the Internal Revenue Service (IRS) and other taxing authorities on your behalf. We also provide guidance on asset valuation, protection and growth, and integrate life insurance planning and medical care preparation for a comprehensive estate planning approach.

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