Advanced Expertise & Credentials: Every attorney at BLG holds an advanced post-doctoral law degree (LL.M.), in addition to their Juris Doctor degree, some focusing on estate planning while others focus on tax. This specialized knowledge allows us to craft sophisticated plans aligned perfectly with your personal, financial, and business goals.

Fully Customized Solutions: We never rely on generic forms or outdated templates. Every document is thoughtfully tailored to your family’s unique circumstances, ensuring your objectives and legacy are fully realized.

Consistently Updated Intellectual Property: Our planning documents reflect cutting-edge strategies, incorporating the latest tax law developments and court rulings, consistently reviewed and refined by our expert attorneys.

Direct Attorney Involvement: From initial meetings through the final execution of documents, every step of your estate planning process is handled personally by experienced attorneys. Our hands-on approach ensures accuracy, responsiveness, and superior results.

Premium, Proactive Service: We intentionally limit our client volume to ensure personalized attention, in-depth discussions, and proactive follow-up. We invest substantial attorney time to deliver meticulously crafted, comprehensive solutions.

Integrated Business and Financial Insights: With attorneys possessing business degrees and backgrounds, we integrate sophisticated business succession and asset management strategies directly into your estate planning, optimizing both personal and business wealth transfers.

Comprehensive, Long-Term Relationship: Our goal is not only document creation but ongoing management and adaptation of your estate plan. Our attorneys maintain close relationships, adjusting your plan as your life, family, and the laws evolve.

Confidentiality and Trust: Our approach emphasizes discretion, personal attention, and confidentiality at every stage. Your family’s personal, financial, and business details are always managed directly by seasoned attorneys, safeguarding your privacy and security.

Advanced Protection from Divorce, Lawsuits, and Creditors: BLG plans utilize sophisticated strategies designed specifically to protect family wealth from potential threats, such as divorce settlements, lawsuits, and creditor claims. Our advanced planning structures ensure your heirs remain financially secure.

Preservation of Family Wealth Without Overly Restrictive Conditions: We carefully structure plans to protect assets without “governing from the grave.” This allows your heirs autonomy while ensuring family wealth remains secure and insulated from external risks.

Attorneys at many estate planning practices often hold only basic law degrees without actual specialized training in estate planning or tax law, significantly limiting the sophistication and effectiveness of their solutions. These attorneys frequently handle multiple unrelated areas of law rather than focusing exclusively on a niche specialty, their expertise tends to be broad but shallow—truly making them a “jack of all trades, master of none.”

Firms commonly reuse generic, standardized documents that fail to consider individual circumstances, leading to incomplete or ineffective estate planning outcomes.

Documents and strategies often remain unchanged for decades, neglecting critical updates in tax laws, estate regulations, and evolving family dynamics, potentially resulting in costly mistakes or oversights.

Many firms rely heavily on paralegals or administrative staff to draft and manage documents, significantly reducing the direct involvement and oversight of experienced attorneys.

High-volume, low-cost practices often prioritize efficiency over customization, providing limited attention and leaving important planning opportunities overlooked or neglected.

Typically lack attorneys with integrated business training, resulting in disconnected plans that fail to adequately address business succession, asset liquidity, or complex financial structures.

Generally provides transactional services without ongoing relationships, resulting in outdated estate plans that don’t reflect changes in your life, family circumstances, or legal environment.

Use of administrative staff and paralegals increases the risk of errors, information leaks, or misunderstandings, potentially compromising confidentiality and privacy.

Typical firms lack the advanced legal knowledge or customized approach required to proactively safeguard against these risks, potentially exposing your heirs to significant financial vulnerabilities.

Less customized, one-size-fits-all documents often fail to adequately protect family wealth, either overly restricting heirs or leaving them exposed to avoidable risks.