Estate & Succession Planning

We assist our clients in making informed decisions, about the management of their assets during their lifetime and to create sophisticated estate plans to ensure that when the time comes, that their assets are distributed in accordance with their desires.

Additionally, our extensive business and corporate knowledge makes us the perfect partner for business owners to execute properly written succession plans that provide the remaining members of the business with a procedure to follow should the unexpected occur, allowing them to guide the business through the transition.

The same knowledge we use in planning, we also use it to represent heirs and/or beneficiaries in all the processes of the probate and estate administration, as well as trustees administering trusts with assets throughout the US and abroad, or the corporate transition in the implementation of the succession plan.