Our trusts and estates team designs and implements estate plans for families, with a focus on business ownership. We prepare a wide range of planning strategies, including wills, trusts, family partnerships, limited liability companies, and trusts, such as grantor retained annuity trusts and charitable trusts. We guide families through the estate planning process, ensuring careful consideration of estate, gift, and generation-skipping taxes, while also providing efficient support for probate and trust administration.

Our experienced trial lawyers represent plaintiffs and defendants in a wide array of trust and estate disputes, including jury trials, injunctions, and alternative dispute resolution. We have a dedicated team focused on assisting trustees, executors, and beneficiaries in resolving complex issues related to estates and trusts.

Our lawyers work closely with clients and their accountants to minimize tax liabilities on business activities and major transactions. We work with our clients’ advisors on the ever-evolving tax landscape, alerting clients to new opportunities and compliance requirements.

Our corporate lawyers assist family businesses from entity formation to dissolution of a business, including mergers and acquisitions, as well as private equity investments and recapitalizations. We regularly advise family businesses on ownership structures, management rights, and various financing stages, from seed funding to later-stage investments.

We represent family members and family offices in the acquisition, development, leasing, and sale of both commercial and residential real estate. Our finance team advises on lending, borrowing, and related transactions, including commercial credit facilities and private lending.