The Wealth & Estate Law Group assists clients in structuring and restructuring their wealth on an on-going basis, and in passing wealth from generation to generation.


We regularly assist our clients with strategies intended to minimize income taxes and in structuring special arrangements to improve the lives of the families, friends and community left behind. This includes estate freezes, living trusts, tax planned wills, special trusts for disabled beneficiaries, estate administration, and trust administration.

We serve individuals, corporations, trusts, trust companies, banks, planned giving departments and other institutional and non-institutional clients. The Wealth & Estate Law Group has been active in publishing a wide variety of papers on various topics dealing with estate planning, estate administration and income tax succession planning.

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