We believe that trusts should always take a holistic view of a client’s unique circumstances. We work with our clients to establish trusts tailored to their particular needs and wishes, taking into any account business requirements, family specifics, and relevant risk factors.

Representative Client Matter: A client with a large family manufacturing business structured a comprehensive estate plan that minimized gift and estate taxes and protected his daughter—who was active in the business and the planned successor—from risks associated with divorce. This plan involved the use of trusts tailored to the family’s situation, careful management of the business, and drafting of business documents, all coordinated with a leading matrimonial attorney.