Trusts and Estates


“Trusts and Estates” is the colloquial phrase for the umbrella of services we offer in our Wealth Protection and Transfer Practice Group. In fact, we offer an extensive array of services for individuals, business owners and their families, highlighted by our unique Family Compass for high net worth individuals searching for a trusted advisor who can provide the strategy and leadership needed for business succession planning, legacy transfers and ongoing, comprehensive oversight, without the product sales often associated with this level of advisory services.


Our practice group consists of devoted attorneys and paralegals who focus on all aspects of estate and tax planning. We are not simply producers of documents, but trusted advisors who work to understand our clients’ goals, directions and life circumstances. Only after we fully grasp what is most important to our clients do we develop comprehensive estate plans that meet all of their needs.

We are well-versed in such sophisticated estate planning techniques as family limited partnerships, charitable lead and remainder trusts, irrevocable life insurance trusts, private annuities and private foundations and Medicaid Asset Protection Trusts. Whether our clients are planning the succession of their family business, the transfer of wealth to the next generation, making gifts to charity or protecting their assets from long term care costs, our attorneys will devise a strategy that will satisfy their needs in the most tax efficient way.

We offer our clients our service, experience and guidance; we sell no products. The advice we give is objective, independent and tailored to our clients’ best interests. We work closely with our clients’ existing advisors, but also maintain an extensive network of non-legal professionals who are available upon request.


Our wide array of estate planning services includes, but is not limited to:

  • Wills, Health Care Proxies, Powers of Attorney
  • Estate Planning
  • Elder Law & Medicaid Planning/Asset Protection
  • Estate Administration
  • Trust Creation and Administration
  • Tax Planning
  • Business Succession Planning
  • Family Compass
  • Charitable Giving
  • Family Organizations (LLC’s, Partnerships, Foundations)

If you’re interested to learn more about our Elder Law, Medicaid Planning and Asset Protection Services, please click over to our Elder Law Practice Area page to learn more.