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Our Estate Planning and Administration
Department has an active and varied practice
involving all aspects of lifetime and post
mortem estate, gift, and income tax planning. We
build lasting relationships with our clients,
which include individuals, families,
entrepreneurs, and family businesses requiring
sophisticated tax and personal planning
services. Members of the department also advise
nonprofit organizations and other institutional
clients on tax, fiduciary, investment
management, and related issues.
The following is a listing of our
Estate Planning and Administration Department's
specialty areas:
Estate Administration
Estate Planning
Estate and Trust Litigation
Exempt Organizations
Tax Return Preparation
Trust Administration
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