To advise a private client successfully requires a close understanding of each client’s complex financial matters as well as individual planning expectations, requirements, and familial circumstances. In recommending an estate plan, we consider the impact of taxation both on the individual (whether will, trust, lifetime gifts or insurance) and in the business context (where a sale or buy-out may be involved). Our estate administration and probate services are provided to implement these plans. We also advise clients in contested estate matters.
