Practice Areas

We counsel clients on transferring assets to family members thoughtfully, in keeping with the donor’s values and objectives, appropriately for the donee’s needs and responsibility, with flexibility to adapt to future changes in tax law and family circumstances, and minimizing the likelihood of family disputes. We can help you preserve and grow assets for family members, protect assets from creditors, and avoid the unnecessary costs and delays of incapacity and probate proceedings. We work to minimize taxes by innovative and sophisticated strategies.