Family Tax

Our Family Tax practice serves the needs of families, individuals, entrepreneurs, executives, and professionals, and helps plan their business and personal affairs for growth, tax minimization and future security. Recognizing that each client has unique planning needs and priorities, we focus on identifying and accomplishing our clients’ specific tax and estate planning needs and objectives, and integrating tax and estate planning fundamentals with a solid understanding of how our clients’ investments and businesses work. Areas in which we provide advice include:

  • Charitable Gift Planning
  • Durable Powers of Attorney
  • Intra-Family Gifting
  • Foundations
  • Generation Skipping Transfers
  • Gift Planning
  • Minor's Trusts
  • Revocable and Irrevocable Trusts
  • Succession and Retirement Planning
  • Wills

We also advise and represent trustees and executors in probate and trust administration, prepare estate tax returns, advise tax exempt entities and represent clients in estate tax audits.


The Firm

"The firm commitment to higher standards is the distinguishing characteristic of the quality of legal services we provide".