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Practice Areas

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We offer an Integrated Approach of Law Services

Being a boutique firm gives us the advantage to stay close to our clients and build strong and long lasting relationships.

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Asset Protection

We design and implement domestic and offshore asset protection plans to guard against potential liabilities.

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Estate Planning

Our estate planning techniques are specifically designed to maximize wealth, minimize taxes, plan for future generations, pass on values and protect beneficiaries.

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Probate / Conservatorship / Guardianship

We have handled the administration of hundreds of estates for over 40 years and have the knowledge, experience and network of professionals necessary to guide our clients through the complex probate process.

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International Tax Planning

By combining innovative strategies in the areas of asset protection, income and estate tax planning, business and succession planning, and real estate law, we approach planning for non-US citizens/residents similar to how we approach planning for our US-citizen clients.

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Business and Succession Planning

While business succession can be a relatively simple process, we do caution our clients regarding passing their businesses into the hands of ill-prepared successors.

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Real Estate Law

For most individuals, families and business owners, real estate represents a major part of their total overall net worth.

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Trust Administration and Litigation

Comprehensive knowledge of Trust law and the tax ramifications associated with Trust funding and distribution enable our clients and beneficiaries to obtain the best service in this complex area.

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Income Tax and Retirement Planning

Without some serious tax-planning, millions of dollars every year that could be redirected to family and favorite charities will go straight to the IRS.

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