• Trust and estate planning / Estate, gift, income tax planning/Domestic & International (as applicable)
• Charitable giving - strategic planning for efficient wealth transfer to future generations
• Trust administration – Legal counsel to Trustee(s) as to duties, responsibilities / create legal documentation.
Legal Counsel to Beneficiaries as to rights/responsibilites.
• Corporate structure – Formation, review and analysis, legal protection and corporate management planning
• Business succession planning – Corporate consulting, poise company for sale or transition to next generation
• Individuals and families with higher net worth requiring comprehensive estate planning
• Small to medium sized businesses requiring assistance with formation, corporate agreements, corporate governance and business succession planning
• Corporate executives desiring assistance with both of the above
• Trustees needing legal counsel as to their duties and responsibilities for handling pre and post death trust administration
We offer receipt of payment for services via LawPay for our clients’ convenience. We accept MC, Visa, Discover and American Express.