Our Practice
Financial and Estate Planning

We routinely prepare simple and complex wills and trusts, and the attorneys in this practice area also serve clients’ needs regarding tax planning, tax audits, probate and estate administration, charitable and foundation organization and representation, pension and profit sharing matters, and formation of family limited partnerships. We are keenly aware of the issues surrounding generational succession in small business, and we help determine and implement plans for business longevity as it handed down generation to generation. We represent individuals, as well as businesses, and a considerable amount of our work involves tax audits and tax assessment representation. Several of our attorneys act as trustees, and we prepare individual, gift, corporate, partnership, and fiduciary tax returns.