Estate Planning

Begin Planning with Confidence

Preparing for the future is one of the most meaningful decisions you can make for your family. We’ll help you take that step thoughtfully by listening closely, understanding your goals, and creating a plan that reflects what matters most to you.

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We provide a full range of estate planning services, including:

Wills and Trusts

The foundation of every estate plan, these documents outline your wishes for your children’s care and how your assets will be managed and distributed. We work closely with you to select the right tools to reflect your intentions and provide for your loved ones.

Tax-Sensitive Planning

With thoughtful structuring, more of your wealth can pass to the next generation. We develop strategies to minimize tax burdens and preserve assets while staying attentive to your family’s long-term goals.

Special Needs Planning

For families caring for a loved one with special needs, we create supplemental needs trusts and related tools that preserve eligibility for government benefits while ensuring ongoing support and quality of life.

Long-Term Care and Medicaid Planning

Planning ahead for the possibility of long-term care is essential to safeguarding family resources. We guide individuals and families in protecting assets, meeting Medicaid eligibility requirements, and preparing or submitting applications when the time comes.

Probate and Estate Administration

After a loved one’s passing, we assist executors, administrators, and families in navigating the probate process. We handle court filings, manage creditor claims, and oversee distribution of assets, ensuring estates are settled efficiently.

Trust and Estate Disputes

When conflicts arise, we provide careful, experienced advocacy to resolve disputes and ensure your loved one’s wishes are respected. We represent heirs, beneficiaries, trustees, and fiduciaries in matters such as will contests, trust disputes, and breach of fiduciary duty claims.

Halachic Wills

We prepare wills and related estate planning documents that comply with both civil law and Jewish law. Our approach includes options that help prevent conflicts between secular and halachic requirements.

Cross-Border Planning

For individuals and families with ties to multiple countries, estate planning requires proactive coordination across legal and tax systems. We advise on cross-border structuring to address U.S. transfer tax exposure and the ownership of foreign and U.S. situs assets. By collaborating with trusted foreign counsel, we keep planning consistent across jurisdictions while avoiding unintended tax consequences or administrative conflict.

Business Succession Planning

We help business owners plan for the transition of ownership to the next generation or a third-party buyer. Our work includes buy-sell agreement design, life insurance strategies for funding transitions and equalizing inheritances among heirs, and tax-efficient planning for closely held entities.

Advanced Estate and Tax Planning

For families with significant and complex assets, estate planning requires thoughtful structuring to address federal and state estate, gift, and generation-skipping transfer tax exposure. We design and implement advanced planning techniques, including dynasty trusts, SLATs, GRATs, QPRTs, and sales to intentionally defective grantor trusts, tailored to each client's asset profile and multigenerational objectives. Our work also encompasses coordinated lifetime transfer programs, valuation-based planning, life insurance strategies for estate equalization and leveraged gifting, and split-interest charitable arrangements aligned with long-term tax efficiency.

Asset Protection Planning

Preserving wealth requires thoughtful structuring well before risk arises. We develop strategies that help mitigate exposure to creditor claims, business liabilities, and potential litigation through the disciplined use of trusts, entity structuring, and ownership planning. Our approach balances robust protection with tax efficiency and appropriate access, ensuring that asset protection structures and irrevocable trusts are fully integrated with your broader estate plan.

Your Next Step

Estate planning begins with a conversation. In your initial consultation, we’ll listen closely, learn about your family and goals, and outline a strategy tailored to your needs.

Let’s discuss your estate planning goals and create a personalized plan

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