Private Client Services
We created the Private Client Services practice group to help clients address current legal issues and plan for the future. From personal, business and family wealth planning to trust, estate and guardianship administration and litigation, our Private Client Services group engages in in-depth fact-finding to understand not only your current legal needs, but also your long-term goals.
You may ask, "How do I protect my assets against the erosive effects of taxes and personal lawsuits? Can I pass my business on to my children or grandchildren intact? What must I do if my parents can no longer govern their own lives? Who can I trust to handle my divorce equitably and confidentially? How do I maximize the value of my charitable giving?
We administer and litigate our clients' personal matters like these on a daily basis. And while some firms segregate the attorneys in this area into separate practice groups, we believe there is value in the cross-pollination of ideas that results from maintaining one cohesive group. Our planners understand litigation and can design agreements that minimize the possibility of future legal actions. Our family lawyers can call on the experience of our trust and corporate attorneys in order to effectively dissolve a marriage. The benefits to our clients are extensive.
By working together and "seeing the big picture," our Private Client Services practice group helps individuals, families, and businesses reach the next level and plan for the future. Our Private Client Services group frequently assists clients in matters such as:
- Business succession planning
- Prenuptial and postnuptial agreements
- Elder law considerations
- Estate, gift and generation-skipping transfer tax planning
- Retirement planning
- Fiduciary advice and counsel
- Guardianship
- Trust, estate and guardianship administration and litigation
- Civil litigation
- Dissolution of marriage
- Formation and administration of charitable and tax-exempt organizations
Please review our Private Client Services newsletter and brochure by clicking on the link that follows:
