We assist our clients in determining their estate planning goals, educating our clients on their options, and meeting the client's objectives. We create plans that maximize family wealth transfer, minimize tax, and protect our clients and their beneficiaries. Our services range from simple estate planning involving wills to sophisticated tax planning techniques that integrate business succession, gift and tax planning, and other clients with highly specialized needs. We pride ourselves in putting our clients' needs first and providing a full service family wealth and tax planning team.

Trust and estate administration involves a trustee or personal representative marshalling, valuing, and distributing the decedent's estate assets. Our primary concern is our client's protection so we counsel our clients on their fiduciary responsibilities and how to avoid conflict and liability in their actions. We also work closely with our client's advisors, including accountants, trust officers and financial advisors, and ensure the administration is integrated and progressing smoothly. Some administrations are more complex and we are experienced in providing remedies for problematic estates through careful post mortem planning and reformation techniques. We strive to settle the estate in the most timely and private manner, while protecting our client.

When an estate involves a dispute, particular attention is needed by an attorney who knows both estate and trust law and litigation. This is a specialized area of law combining probate and trust law with civil law. We specialize in complex adversarial estates involving fiduciaries, beneficiaries, probates, elder disputes, guardianships and conservatorships. We handle all areas of trust and estate disputes, from prevention, mediation and arbitration, to litigation. Our team has the expertise and experience to provide successful representation in a thorough, effective and efficient manner.

Our legal team handles a range of business and real estate documentation, agreements, dispute resolution and litigation. Our attorneys are skilled in negotiating and crafting business and transactional documents used in a wide variety of business and real estate transactions and operations, and have the experience necessary to defend and resolve related disputes. We have extensive experience in mergers and acquisitions, trademark registration and disputes, neighborhood association disputes, land sale agreements, real property encumbrances, boundary line disputes, and disputes regarding representations and warranties involving real property. We implement the formation of legal entities, including limited liability corporations, partnerships and corporations, with an eye toward avoiding disputes later. Our clients include real estate and business owners, investors, and brokers.