A deliberately narrow practice.

We serve as counsel to closely held companies whose owners are also our private clients. That dual vantage point matters: every corporate decision is made with the owner’s personal balance sheet, tax posture, and succession plan in view.

Most owners exit a business once. There are no second drafts. We plan transitions years before they happen, aligning the estate plan, the tax position, and the shareholder agreements so that the business, and the family behind it, survive the handoff.

The best estate plans are quiet. They anticipate tax law before it changes, resolve family questions before they become disputes, and transfer wealth on your terms, not the government’s.

We design and implement planning for substantial estates: sophisticated trust structures, wealth transfer tax strategy, charitable vehicles, and the directives that protect you while you’re living.

When the IRS examines a return, a transaction, or an estate, the early decisions determine the outcome. We represent clients in audits, administrative appeals, and litigation, bringing the same discretion to a dispute that we bring to planning.

When a trust becomes operative, precision becomes personal. Trustees carry fiduciary duties with real liability; beneficiaries carry expectations shaped by grief. We guide both through administration with rigor and discretion, from first notice to final distribution.

A trust drafted twenty years ago rarely fits the family, the tax code, or the assets of today. We design advanced trust structures for new wealth and modernize existing ones, through modification, reformation, decanting, and restatement, so that yesterday’s documents serve today’s intentions.