Probate/Administration: Winding up a decedent’s affairs through probate or non-probate actions.
Estate planning: From simple wills to sophisticated tax avoidance strategies and smooth asset transition. We craft plans tailored to your goals, family, and asset portfolio.
Trust administration: We advise trustees and beneficiaries on managing trusts so their purposes are fulfilled.
Taxes: We prepare returns and optimize tax outcomes for individuals, trusts and businesses.
Elder law: We can address incapacity before it comes, strategize how to apply your assets as long-term care costs mount, seek guardianship or conservatorship, and handle concerns around your loved one’s vulnerability.
Real estate: We can handle real estate transactions within the context of all our other services.
Business issues: We offer guidance on startup, maintaining limited liability, succession planning, and managing business assets.
Home owners’ associations: Advising associations on governance, transactions and compliance with regulatory requirements.