Estate Planning

The Firm supports and advises private clients (meaning individuals) in planning and preparing for the preservation, management and distribution of their assets in the event of death or incapacitation.  In addition to specializing in the traditional drafting of wills and the creation of trusts, the Firm assists clients – particularly high net worth individuals and those with active business interests and responsibilities- in structuring and putting in place measures to ensure a smooth transition of ownership and control. This includes succession planning, education funding strategies for heirs and the facilitation of tax planning.