Our estate planning practice team is dedicated to preserving and protecting assets and facilitating transfers in the most efficient manner possible. A basic estate plan includes testamentary instruments, advance healthcare directives, and financial powers of attorney. We draft these documents with precision, review your assets to ensure they are held advantageously, and help you make the right decisions to provide peace of mind.

Our Expertise in Estate Planning

• Entrepreneur & Executive Focus: Our lawyers are skilled in planning for entrepreneurs and key executives who expect a substantial increase in net worth due to an IPO or other liquidity event.
• Business Succession Planning: We help business owners plan for the orderly transition of the business to the next generation or to others and consider how the transition will be financed.
• Advanced Tax Techniques: We present the best planning techniques appropriate for your circumstances, ensuring assets are protected and transferred efficiently.