From its beginning, the firm has emphasized its work with clients on what is often described as "estate planning". This can involve:

  • Wills
  • Lifetime Transfers
  • Planning for Children
  • Revocable Trusts
  • Insurance Trusts
  • Succession Planning
  • Powers of Attorney
  • Planning about Federal Estate and Gift Taxes
  • Charitable Planning

The attorneys here have collectively worked on literally thousands of estate planning matters. Some involve simple and straightforward approaches. Others, for reasons of tax or otherwise require, require a more sophisticated approach. These estate planning situations often overlap with the firm's work in business planning or charitable planning.