John C. Willey Brian A. Banfield Elaine M.M. Richard
Nicholas F. Ferguson John E. Mirynech Roseanne Trivieri
Harry Korosis Peter D. Nicholson
Our lawyers advise our clients on imaginative methods of accumulating, managing, and preserving wealth, as well as on its disposition during life and upon death. Specifically, in conjunction with other professionals such as accountants and financial advisors, we assist clients in building their estates and planning for the transfer of property to family members and other beneficiaries in ways that minimize taxes. Depending on a particular client's needs, we develop simple or very sophisticated plans, and prepare the documents necessary to implement those plans. These may include wills, revocable and irrevocable trust agreements, specialized trusts, life insurance and other lifetime gifts, charitable trusts and foundations, family limited partnerships, shareholders agreements, instruments for the sale, gift or testamentary transfer of property, powers of attorney, living wills, and other documents tailored to achieve the client's objectives.
Our lawyers attend the administration of the estate and also represent trustees in all aspects of estate and/or trust administration.
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