Our Practices
01.
Tax Planning &
Tax Controversy
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02.
Estate & Trust Planning and Administration
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03.
Business Life Cycle Planning
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04.
Business Succession Planning
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04.
Family & Business Governance
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Our Practices

To Date
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Represented large multi-jurisdictional and multi-national estates through the estate probate and settlement process
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Settled complex issues in Probate Court
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Filed and completed trust accountings
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Created private and public charities
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Negotiated and settled issues with State's Attorney General offices overseeing charitable trusts and bequests
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Prepared and settled IRS gift and estate tax returns
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Protected family assets from creditor claims
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Settled family estate disputes
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Settled disputes over insurance representations
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Overseen administration for over 1,200 family trusts