The firm serves individual and corporate trustees, private foundations, charities, personal representatives, beneficiaries, and high net worth individuals. We strive to ensure that their assets are maximized and protected, and that they achieve their financial goals.
The firm handles after-death estate and trust administration. We represent executors, trustees, beneficiaries and other interested parties. When friends or relatives have failed to plan appropriately, we will also handle probate matters, conservatorships or guardianships.
Although we attempt to dispel any unnecessary family disputes, if one does occur, we assist fiduciaries and beneficiaries with the mediation of any issues and, if necessary, will represent them in the litigation of probate, estate, and trust matters.