Private Client Services

Estate Planning

Our attorneys help you plan for the transfer of your wealth in a tax efficient and cost-effective manner and provide comprehensive and attentive estate-planning counsel. You'll work with a skilled senior attorney experienced in creating lifetime tax-savings planning strategies, ranging from wills and revocable trusts to more sophisticated techniques, including:

  • Family limited-partnerships
  • Limited-liability companies
  • Grantor-retained annuity trusts
  • Sales to intentionally defective grantor-trusts
  • Qualified personal-residence trusts
  • Charitable split-interest trusts
  • Business-succession planning
  • Asset-protection planning

We're also adept at generation-skipping transfer tax planning and life-insurance planning, including preparing life-insurance trusts.