The firm's estate planning practice area is highly personalized to fit each individual situation. Each individual's need to minimize the tax burden is considered, and the use of simple or complex trusts or other entities for estate planning purposes is evaluated. The firm will assist a trustee or personal representative with the administration of an estate or trust and with the preparation of needed tax returns.
The tax practice includes the analysis of the impact and effect of income, estate and gift taxes on all aspects of the ownership of property, and achievement of the individual or business goals. It also includes providing advice to corporations, both profit and non-profit.