We provide sophisticated estate planning, probate and trust administration services to individuals, regardless of the size of their holdings.

Technical expertise combined with individual attention - that's essential when clients need help in matters as personal as estate planning.

Whether a client's circumstances involve complex assets, such as fractional interests in partnerships, joint ventures or corporations, or more straightforward holdings, we are committed to providing the individualized services and timely response, turn-around and follow-up that are essential to each person's level of need and comfort.

At present, we are administrating trusts and estates ranging from relatively modest amounts to many millions of dollars.

As is true throughout our practice, we recognize the personal nature of each client's concerns. As a result, we ensure that each of our clients receives sophisticated pre-and postmortem tax planning in the context of his or her special needs and objectives.

We facilitate intra-family asset and wealth transfers and negotiate and draft agreements governing asset management and distribution, including prenuptial and stock restriction agreements.

We have extensive experience in establishing guardianships and working with guardians for minors and disabled individuals.

In addition to drafting basic documents such as simple wills and trusts, we are skilled at handling:

• Complex charitable trusts
• Funding, administration and liquidation of simple and complex estates
• Irrevocable insurance trusts