Areas of Practice

Estate Planning
In estate planning, our focus is to preserve the assets of our clients and ensure that the assets are transferred to the heirs according to our client's wishes. We counsel clients in "succession planning" to provide for an orderly transition of a family-held business to the appropriate family members, while protecting those who are not active in the business. We also advise our clients on matters such as estate tax reduction, use of irrevocable trusts, life insurance planning and split-dollar agreements.