Personal & Succession Planning

Our services in these areas are comprehensive and include:

• Creating wills and trusts of all kinds to carry out the tax efficient transfer and management of wealth, and other instruments that affect financial and health concerns.
• Designing and implementing strategies for the tax efficient transfer of business interests, and advising on other matters related to governance and management succession.
• Advising financial institutions and private fiduciaries in all matters that involve trust and estate administration and when necessary seeking recourse to our nation’s courts to resolve disputes.
• Forming private nonprofit organizations for families and businesses, and advising on all legal matters concerning operations, governance and carrying out charitable objectives.