Areas of Focus

• Estate planning: trusts, wills, advanced health care directives and durable powers of attorney
• Probate and trust administration
• Advising individual, professional and corporate fiduciaries (trustees, executors, conservators, guardians and agents)
• Fiduciary accountings
• Tax planning, strategy and analysis (including estate and gift tax returns)
• Transfers of real and personal property
• Gifts and generational transfers of wealth
• Foundations and charitable giving
• Conservatorships 
• Special needs trusts

Our practice certifications include Certified Public Accountant as well as Specialist in Estate Planning, Trust and Probate Law and Specialist in Taxation, which reflect high skill and experience in the field, commitment to education and the respect of peers, judges and clients.