Who We ServeTrusts, Estates, & High Net Worth Individuals

Unlock Your Wealth’s Full Potential with Tailored Tax Services

  • Grantor Retained Annuity Trusts (GRATs)
  • Spousal Lifetime Access Trusts (SLATs)
  • Charitable Remainder Trusts (CRTs)
  • Net Income With Makeup Charitable Remainder Unitrusts (NIMCRUTs)
  • Qualified Subchapter S Trusts (QSSTs)
  • Electing Small Business Trusts (ESBTs)
  • Intentionally Defective Grantor Trusts (IDGTs)

Featured Partners In Our Trusts And Estates Group:

Don’t take our word for it.

Here’s what our clients are saying:

“ Very knowledgeable
and professional staff ”