estate planning & administration

Estate planning is a thoughtful process that is unique to each client. It involves the careful consideration of family and charitable concerns, which are interrelated with various tax, financial and other technical matters. Our attorneys are committed to assisting our clients in determining the relative importance of each of these considerations.

We then develop customized estate plans that enable our clients to successfully manage and protect their wealth for themselves, and the future generations of their families.

Having gained significant experience at large law firms in Philadelphia and Delaware, our attorneys routinely implement cutting-edge estate planning strategies. Our boutique firm atmosphere enables our attorneys to provide these sophisticated techniques in a cost-effective manner to a broad spectrum of clients. When providing these services, our attorneys work closely with investment advisors, accountants, life insurance underwriters and other professionals to develop a comprehensive estate plan.

While most of our estate planning clients reside in New Jersey, Pennsylvania, Delaware, and New York, our practice extends beyond this region. We also have a number of clients in other states and other parts of the world. When appropriate, we consult with local counsel for the benefit of our clients.