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\\ Estate Planning, Trusts, and Private Client

Protecting Your Legacy with Precision and Care

  • Wills and Living Wills: Drafting wills, living wills, and codicils that reflect your wishes with clarity, ensuring that your estate is distributed according to your intentions.

  • Trust Formation: Establishing and administering trusts, including family trusts, charitable trusts, and special needs trusts, tailored to your unique circumstances and objectives.

  • Probate and Estate Administration: Assisting executors and beneficiaries in navigating the probate process, obtaining probate or letters of administration, and efficiently administering estates.

  • Succession Planning: Crafting succession plans for family-owned businesses, balancing the interests of all stakeholders while preserving family harmony.

  • Wealth Preservation: Advising high-net-worth individuals on strategies to protect and preserve wealth, including asset protection planning and the establishment of offshore trusts.

My estate planning practice is dedicated to helping individuals and families secure their wealth, minimize tax liabilities, and ensure a smooth transition of assets to the next generation. Key services include:

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