• Trust and Estate Planning


• Estate Administration


• Business Succession Planning


• Individual Tax Planning


• Tax Controversy and Litigation


• Business and Transactional Tax Planning

The Tax, Trust and Estate Department provides services to the Firm’s corporate clients, principals and executives of the Firm’s corporate clients, and individual clients referred to the Firm by our existing client base, financial advisors, accountants, and trust companies.

The Tax practice addresses all aspects of federal and state taxation, including advising with respect to domestic and international corporate transactions, business formations and choice of entity decisions, executive compensation, trust and estate taxation and planning, and handling federal and state tax controversy matters.

The Trust and Estate practice focuses on planning and estate administration for high net worth individuals and their families, including post-mortem tax planning, and business succession planning for principals and shareholders of closely-held businesses. The practice also involves addressing clients’ private philanthropic goals, including structuring charitable trusts and private foundations and providing counsel to clients on all aspects of nonprofit corporate governance.