We assist our clients in determining how best to structure their holdings and dispose of such assets during and after their lifetime. Such financial planning naturally concerns minimizing a variety of estate-related taxes, while at the same time, protecting assets from third party creditors.

The Firm is routinely involved with the preparation of Revocable Trusts, Wills, Irrevocable Trusts, Irrevocable Life Insurance, Trusts, Durable Power of Attorneys, Living Wills, and Health Care Surrogate designations.

In addition, the Firm has been involved in the negotiation and preparation of pre- and post-marital agreements (also known as prenuptial or post-nuptial agreements) in order to protect the assets of individuals prior to or during their marriage, as well as assure that other rights and concerns in the marriage are protected.