specializes in real estate planning and related legal services. Founded in 1999, it has dedicated itself to forging lasting relationships with clients. The firm represents a wide variety of clients including business owners, organizations, professional executives and hospitals amongst others. The firm focuses on wealth transfer planning, complex estate tax, estate and trust administration, probate litigation, income taxation, administration, the formation of business entities, and the organization and administration of non-profit organizations and private foundations.

The firm is fluent in all aspects of the business models integral to wealth preservation and transfer. The nature of its practice requires the firm to anticipate its clients’ needs, to provide the resources necessary to meet their wealth transfer planning goals and to keep an eye on changing federal and state regulations and shifting economic conditions. Collaboration in an informal setting, experience in complex matters, skills in the ancillary legal fields and knowledge of the law define the firm.