Our practice focuses on all aspects of estate planning, estate and trust administration, and charitable planning.

We help clients implement estate planning techniques aimed at simplifying estate administration, minimizing estate, gift and generation-skipping transfer taxes, and achieving their wealth preservation and transfer goals.  These strategies range from the preparation of straightforward estate planning documents to the design and implementation of more sophisticated strategies intended to efficiently transfer wealth to younger generations.  We strive to take a practical approach, and work with our clients to develop a plan that is appropriate for their goals and needs. 

We also work with families on all aspects of estate settlement, including attending to probate court filings and procedures, preparing federal and state estate tax returns, and generally assisting in all related matters. 

Our clients are a diverse group.  We represent individuals, couples and families with a broad range of personal objectives and financial interests.  We work with clients ranging from young professionals to retirees, and have many matters where we work with families across multiple generations. 

We aim to provide a responsive and user-friendly experience to our clients, in the convenience of the suburbs.