Estate Planning
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....is closely related to the work we do in the estate planning arena.  Our practice here is restricted to privately owned entities.

We frequently counsel families with respect to:

  • Ownership and disposition of closely held businesses
  • Creation and operation of family limited partnerships and
  • Limited liability companies
    Buy/sell agreements
  • General contractual matters
  • Loan and security agreements
  • Mergers, acquisitions and sales
  • Creation and operation of charitable trusts and foundations

We attempt to provide a coordinated approach to an estate plan that combines a sensitivity to the needs of the business entrepreneur, the desired plan for succession, the minimization of taxes, and the ability to follow through to see that these goals are accomplished.

We are proud of the same type of streamlined document production and delivery we bring to the estate planning and administration areas.  Using computer and internet technology to speed a process into minutes which previously took days via mail and messenger services.