Private Client Matters

PRACTICE AREAS

Private Client Matters

Major life events such as marriage, birth, employment, termination, disability and even death give rise to substantive legal issues which require knowledgeable attorneys who are well versed in the law. Other changes, like inheritance, windfalls or the formation and/or sale of a family business can have critical repercussions on your financial and estate planning. We firmly believe that the legal counsel you choose can significantly impact how your family is cared for, and how your assets are invested, managed, preserved and disbursed. We take great care in listening to our clients to understand their objectives and minimize transfer costs. This may include setting up charitable and philanthropic endeavors so our clients can effectively build and establish their legacies. We are also experienced with probate and administration matters, and we stand with our clients through the entire probate process. Our attorneys are equipped to review employment contracts, including termination and severance agreements. Our practice is comprised of skilled attorneys who specialize in several key estate planning and wealth transfer matters:

  • General Estate Planning/Probates
  • Charitable and Philanthropic Initiatives
  • Employment Contract Review
  • Independent Legal Review
  • Tax Planning
  • Wills and Trusts