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We are a boutique practice serving a select clientele.  Along with many other leading wealth transfer planning attorneys around the country, we are a part of the Interactive Legal System® network of resources and practitioners.


Asset Protection Audits:  Risk Identification

Asset Protection Plans

Asset Protection Trusts:  Domestic and Foreign

Asset Title Changes

Business Entities and Layered Business Entities

Exempt Accounts and Products

Privacy Protection


Advanced Transfer Tax Plans

Business Succession Plans

Charitable Plans

Disability and Long Term Care Plans

Dynasty Plans

Family Office Plans

Generation-Skipping Plans

Multi-Generational Plans

Special Needs Plans

Privacy Protection