Whether you are a U.S. client only with no off-shore interests, or a U.S./Canada cross-border (or other country) estate planning client, we work with you to develop a comprehensive estate plan that meets your personal objectives while minimizing taxes which may be payable in any jurisdiction both during your lifetime and at death.

We start by listening, and proceed by applying our extensive experience and knowledge to your particular circumstances. We design and propose plans that they believe are appropriate for your circumstances and objectives.  In most every case, part of our preparation includes estate plan diagrams, each of which deals with alternative scenarios. Some estate plans are straight-forward and others may be extremely complex.

We welcome the involvement of your other professional advisors, including other attorneys, accountants, insurance advisors, and similar professionals on whom you rely.

All of our estate planning includes some or all of the following: Wills, Revocable Living Trusts; Inheritance (Generation-Skipping) Trusts for children and other beneficiaries; Irrevocable Insurance Trusts; Asset Protection Trusts; Special Needs Trusts; Private Charitable Foundations; Durable Powers of Attorney; and Health Care Declarations and Proxies.

With the assistance of our network of colleagues, we also help clients establish simple business entities such as limited liability companies and limited partnerships.