The firm has crafted customized estate plans for a wide range of individuals so that they can appropriately allocate their assets to future generations while at the same time receiving the most favorable tax treatment.

Our attorneys draft both simple and complex wills and trusts so that our clients can: avoid the need for probate, appoint guardians for their minor children, protect assets from creditors, ensure that children do not receive too much before an appropriate age, and minimize the taxes incurred when transferring wealth to successive generations. To achieve our clients' goals, our attorneys have become adept at effectively disposing of our clients' business and real estate holdings, including intellectual property, when needed.

Our representation has included personalized and tax-driven estate planning, business succession and charitable planning, probate, complex estate and trust administration, estate and trust litigation and charitable organization representation. Our Trusts and Estates attorneys are experienced practitioners and thoughtful, practical and creative planners and advisors.

The firm's Trusts and Estates clients have included moderate to high net worth individuals, such as entrepreneurs, corporate executives, hedge fund managers, artists, composers, and musicians, as well as families, family offices, banks, trust companies, wealth management advisors and nonprofit entities of all sizes. We also have represented individuals, banks and trust companies in their roles as fiduciaries of both estates and trusts, and advise nonprofit entities and their managers at every stage of operation, from formation to administration to dissolution.