Succession and Estate Planning

In its Succession and Estate Planning Practice, the Firm assists high net-worth individuals, families and family businesses in structuring and effectuating estate and business succession plans. This includes the drafting and implementation of wills, revocable and irrevocable trusts, including life insurance trusts, grantor trusts and charitable trusts, buy-sell agreements and gifting programs utilizing family limited partnerships and other entities. In all cases, we strive to achieve income, estate and gift tax savings and wealth preservation. Most importantly, we fully appreciate and respect the very personal and sensitive nature of the issues which arise in this practice area, and thus we take great pride and interest in developing and maintaining close and trusted relationships with our clients.



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