Estate planning is a deeply personal process – one that requires not only technical precision but also a thoughtful, personal approach. Every will, trust, and estate plan we create is crafted with careful attention to the people behind it.

We have been privileged to work with a broad range of clients, from local families who have built their lives and businesses in our local communities to high-profile individuals who require sophisticated planning and discretion. Some of the region’s most established intergenerational family enterprises have entrusted us with their legacies, knowing that we bring not only technical expertise but also the discretion and foresight that long-term planning demands. We pride ourselves on being trusted advisors to our community – lawyers our clients turn to not only for legal guidance but for sound counsel during life’s most pivotal moments.

Our estate planning practice benefits from our understanding of trusts in all their forms, with a focus on family privacy, confidentiality, and tax efficiency. Whether structuring multi-generational wealth transfers, establishing protective trusts for vulnerable beneficiaries, or preserving assets for future generations, we approach each plan with care and precision, seeking to ensure that every detail aligns with our clients’ goals and values.

For families with loved ones who have disabilities, estate planning takes on an additional layer of importance. We are well-versed in creating trusts that provide financial security while preserving access to essential supports and services. Our focus is always on structuring inheritances in a way that offers both stability and protection, ensuring that beneficiaries are cared for in the way their families intend.

We also have significant experience in charitable giving, working closely with clients who wish to leave behind a meaningful and lasting impact. We understand that philanthropy is never one-size-fits-all. So, we take the time to guide our clients in crafting legacies that reflect their values and contribute to causes that matter to them in the most effective and impactful way.