We combine a mastery of trusts & estates law and federal and state taxation with a curious and empathetic view towards each client’s unique estate planning objectives. We address inheritance matters, counsel fiduciaries as they work to close an estate, and manage family expectations regarding inheritances.
Once a client's contacts our office, we provide a complimentary phone or video consultation so that he/she they can assess whether our office is the right fit for their legal matter. We also provide extended in-person consultations whenever necessary. If we have the pleasure of working with the client, no matter how small the legal matter, we provide a tailored engagement letter that sets forth the scope of the representation along with a detailed questionnaire.
We take pride in offering a flat fee structure for the vast majority of our legal services because it provides transparency and simplicity for the client. Once the client's representation has drawn to a close, we provide a free vault service to protect all executed documents and will check in with the client periodically to inquire whether updates are required.
We consider it an honor to provide superior counsel to each and every client with the changes that invariably arise during life. One can never direct the flow of life yet one should do one's best to plan for it.