In addition to planning and creating estate and business succession plans, we also counsel and advise regarding the implementation of such plans, including those created by other advisors.  Our professional staff has many decades of combined experience in:

  • Probate Administration
  • Probate Avoidance Planning
  • Marshaling of Assets for Estates and Trusts
  • Trust Administration and Compliance
  • Fiduciary Income Tax Compliance and Planning
  • Estate and Gift Tax Compliance and Planning
  • Estate and Gift Tax Audits