Practice Areas

The firm provides strategic legal and tax counsel across a range of estate, business, and fiduciary matters.

Estate Planning

Comprehensive estate planning for families and business owners, including complex and tax-sensitive planning needs.

We advise clients on:

  • Wills and Revocable Trusts

  • Durable Powers of Attorney and Advance Directives

  • Irrevocable Trust Planning

  • Tax-efficient asset transfer strategies

  • Business succession planning

Fiduciary & Authority
Document Review

Advising financial institutions on the validity and scope of customer authority to reduce risk and ensure proper account administration.

We review and analyze:

  • Trust agreements and certifications of trust

  • Powers of attorney

  • Guardianship and conservatorship orders

  • Corporate governance and authority documents

  • Estate administration documents

Estate and Trust Administration

Steady guidance for personal representatives and trustees navigating the legal and practical responsibilities of administration.

We guide fiduciaries with:

  • Court pleadings for estate administration

  • Trustee appointment and removal proceedings

  • Advising on fiduciary duties and risk management

  • Representation in fiduciary litigation

Nonprofit Formation & Governance

Comprehensive legal guidance for nonprofit organizations and homeowners associations from formation through ongoing compliance.

Services include:

  • Entity formation and governing documents

  • Federal tax exemption applications, when applicable

  • Ongoing compliance affecting exempt status

  • Board governance, minutes, and organizational actions

Closely-Held Business Counsel

Strategic legal and tax guidance for privately owned businesses at every stage of growth and transition.

We counsel business owners on:

  • Entity selection and structural planning

  • Governance documents and ownership agreements

  • Corporate actions, minutes, and written consents

  • Purchase and sale transactions from letter of intent through closing

  • Buy-sell agreements and succession planning

Tax Planning & Controversy

Integrated tax counsel supporting estate planning, fiduciary administration, and business structuring.

We evaluate:

  • Analysis of federal, state, and local tax assessments

  • Administrative appeals and related proceedings

  • Resolution strategies to manage exposure

  • Forward-looking income and estate tax planning

Representative Experience

Representative matters include advising clients on:

  • Estate planning strategies designed to facilitate generational asset transfers and protect family wealth

  • Administration of estates and trusts involving fiduciary duties, court oversight, and beneficiary coordination

  • Governance and structural matters for closely held businesses and nonprofit organizations

  • Purchase and sale transactions involving business assets and ownership interests

  • Federal, state, and local tax matters involving administrative review and dispute resolution

  • Authority and fiduciary document review for financial institutions