Creation of advanced estate plans to meet an individual client’s specific objectives and minimize transfer taxes by using a variety of estate planning tools; including transaction orientated planning techniques using family limited partnerships, advanced trusts and charitable bequests.

Representation and consultation to fiduciaries, estates, and beneficiaries in all aspects of estate administration.

Creation of family specific plans to ensure efficient and effective transfer of wealth between generations.

Consultation regarding all aspects of estate, gift and generation skipping transfer taxes, including the most advantageous use of available credits and exemptions and the preparation of estate and gift tax returns.

Working with closely held or family owned businesses and their advisors to develop strategies and succession plans to achieve complex and often competing family, business, and tax saving goals.

Creation and administration of private charitable organizations to assist families in their charitable pursuits.

Planning that preserves wealth over time against unforeseen circumstances.

Structuring employment and compensation arrangements for physicians and consultation on related investments in office buildings, surgery centers and ancillary health services and joint ventures with hospitals.

Representation in real estate acquisition, development, management and sale for private clients and investor groups in both commercial and residential property transfers. Representation of bank lenders and workouts.

Service as Executor and Trustee at the request of the client to ensure the client’s intent is carried out for future generations.