Estate Planning
Preparation & Protection
Wills & Trusts
Wills and trusts are the cornerstone of any effective estate plan. Whether you’re looking to ensure your loved ones are cared for, minimize probate complications, or clearly articulate your wishes, a well-drafted will or trust provides peace of mind and legal clarity. Our team works closely with individuals and families to create personalized plans that reflect their unique goals, whether that involves naming guardians for minor children, distributing assets according to specific instructions, or planning for blended families and complex inheritances.
We offer a full spectrum of trust and will solutions, including revocable living trusts, irrevocable trusts, pour-over wills, and more. We guide clients through decisions about trustees, executors, and beneficiaries with a focus on efficiency, privacy, and long-term protection. With an emphasis on clear communication and practical planning, our goal is to help you protect your legacy and reduce the legal burdens on your heirs.
High-Net-Worth Planning
High-net-worth individuals face estate planning challenges that go beyond drafting a simple will or trust. With larger and often more complex asset portfolios, including business interests, investment properties, and international holdings, these clients require strategic planning to minimize estate taxes, ensure asset protection, and manage generational wealth transfers. Our team provides tailored counsel to help preserve and grow wealth while maintaining flexibility for evolving family and financial needs.
We employ advanced estate planning vehicles and techniques such as irrevocable life insurance trusts (ILITs), grantor retained annuity trusts (GRATs), family limited partnerships (FLPs), and charitable giving strategies that align with both tax efficiency and philanthropic goals. We also collaborate with financial advisors, CPAs, and fiduciaries to build a cohesive plan that safeguards legacy assets and empowers future generations. For high-net-worth clients, estate planning isn’t just about distributing assets, it’s about structuring a long-term vision.
Asset Protection & International Planning
Protecting your hard-earned wealth requires more than just good instincts, it demands a strategic legal approach. Our asset protection practice is designed to proactively shield clients from lawsuits, creditors, and unexpected liabilities through custom-tailored legal structures. Whether you’re a business owner, investor, or professional with exposure to risk, we help you preserve your assets using tools like limited liability entities, domestic asset protection trusts, and homestead exemptions, all while aligning with your broader estate planning goals.
For clients with international holdings or cross-border interests, we also offer planning strategies that account for jurisdictional differences, reporting obligations, and global asset exposure. Whether establishing offshore trusts or coordinating with foreign legal counsel, our focus is always on minimizing vulnerability while ensuring full legal compliance. At every step, we aim to give you confidence that what you’ve built can be safeguarded, not just for today, but for generations to come.
50 Years of Accumulated Experience
Request a Consultation
We invite prospective clients with significant or complex estate planning matters to request a consultation. While we carefully review each inquiry, we respond to those best aligned with our firm’s focus and capacity. If your needs match our strengths, a member of our team will reach out to discuss next steps.