More and more individuals are realizing the need for professional help in managing and protecting their assets and planning for their future disposition. We are well equipped to help with:

Wealth Management and Estate Planning. In addition to preparing wills and trust agreements that dispose of assets at death, we also offer lifetime planning to achieve maximum income, estate and gift tax savings, and other specific goals. Lifetime planning often involves:

• the creation of irrevocable insurance trusts, partnerships or corporations
• reorganizing or recapitalizing existing businesses
• dividing property to facilitate lifetime gifts
• resolving securities and financial problems

We have sophisticated asset protection skills ranging from family partnerships to off-shore trusts.

Estate Administration. Our estate administration services include:

• substantial income tax planning
• assembling information required to complete U.S. and state death tax returns
• sophisticated accounting
• resolving legal questions relating to businesses, real property, securities, copyrights, patents, trademarks, insurance and any other types of property that may compose the principal of an estate or a trust
• planning and administration advice with respect to charitable foundations, trusts and organizations
• litigation related to estates and trusts
• representation of individual and corporate fiduciaries

We use highly skilled persons who focus their efforts on accounting and tax issues as well as ensuring the orderly administration of estates and trusts and the efficient document preparation necessary to accomplish planning goals.

Coordinated Service. We work closely with all our lawyers from each practice area, such as tax lawyers who specialize in income tax and employee benefits. We consult with our natural resources, real estate and environmental lawyers in many real property transactions relating to estates and trusts. We work with our litigation attorneys in trust and estate-related litigation. Our corporate and securities lawyers help create or reorganize corporations, partnerships and joint ventures to meet our clients wealth management and protection goals.