Complex Business Succession and Estate Planning

While individual attorneys handle numerous matters in various practice areas, the firm has developed four practice groups for managing and coordinating the firm’s practice areas. The attorneys, paralegals and legal assistants within a practice group work collaboratively in a team environment to provide our clients with high quality legal services.

The firm’s Complex Business Succession and Estate Planning practice group is focused upon working with clients involved in business succession matters and planning for individuals with high net worth. This practice group brings together the attorneys, paralegals and legal assistants who work in the Business Succession Planning and Estate Planning and Administration practice areas to work together on complex succession and estate planning issues. The members of the Practice Group meet regularly to review client matters, develop strategies, coordinate services, improve forms and documents and remain current on changes to the law. The Business Succession and Estate Planning Practice Group also provides regular seminars and presentations on relevant topics.