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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:

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  • 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

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Other worksheets and forms

TEMPORARY GUARDIANSHIP FORM

DIGITAL ASSETS WORKSHEET

ESTATE PLANNING SELF CHECK-UP

PREPARDNESS PLANNING CHECKLIST

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