estate planning & administration

estate-planningEstate planning is a thoughtful process that is unique to each client. It involves the careful consideration of family and charitable concerns, which are interrelated with various tax, financial and other technical matters. Our attorneys are committed to assisting our clients in determining the relative importance of each of these considerations.

We then develop customized estate plans that enable our clients to successfully manage and protect their wealth for themselves, and the future generations of their families.

Having gained significant experience at large law firms in Philadelphia and Delaware, our attorneys routinely implement cutting-edge estate planning strategies. Our boutique firm atmosphere enables our attorneys to provide these sophisticated techniques in a cost-effective manner to a broad spectrum of clients. When providing these services, our attorneys work closely with investment advisors, accountants, life insurance underwriters and other professionals to develop a comprehensive estate plan.

While most of our estate planning clients reside in New Jersey, Pennsylvania, Delaware, and New York, our practice extends beyond this region. We also have a number of clients in other states and other parts of the world. When appropriate, we consult with local counsel for the benefit of our clients.

what we offer

 Preparation of Estate Planning Documents

Development of Gifting Strategies

Fiduciary Representation

Identification of Tax Reduction Techniques

Estate and Trust Administration

Preparation of Marital Agreements

who we represent

High net worth individuals who want to minimize federal estate tax and pass wealth to the next generation

Young couples who want to set up wills to name guardians and trustees for minor children

Clients with philanthropic goals who want to establish private foundations or tax-favored charitable trusts

Entrepreneurs and other business owners who want to see their businesses successfully transition to the next generation