We provide comprehensive legal representation for estate and succession planning to families and individuals, estates and trusts, closely-held businesses and charitable organizations. We offer counsel for:

  • Gift and estate planning

  • Trust and estate administration

  • Tax planning for art transactions, with a focus on sales tax concerns

  • Charitable giving

  • Foundation management and regulatory compliance

  • Business succession planning

  • Marital agreement planning

The Estate Planning Workbooks have been created to assist you in gathering the necessary information to begin your estate planning. Please complete as much as possible before our first meeting or video conference which can be booked here

WORKBOOK FOR A COUPLE

WORKBOOK FOR A SINGLE PERSON

Other worksheets and forms

TEMPORARY GUARDIANSHIP FORM

DIGITAL ASSETS WORKSHEET

ESTATE PLANNING SELF CHECK-UP

PREPARDNESS PLANNING CHECKLIST