Four Decades of Sophisticated Estate Planning for High-Net-Worth Families
Since 1986, we have focused exclusively on the planning challenges that matter most to wealthy individuals, business owners, and multi-generational families — estate and gift tax planning, business succession, elder law, and the full range of strategies that protect and transfer significant wealth.
40 Years in Practice
Attorneys Quoted in Forbes and Fortune
Direct-Mail and Digital Newsletter Program
You Work Directly with Your Attorney
What We Do and Who We Do It For
Our practice is built around one discipline: helping high-net-worth individuals, business owners, and families navigate the legal and tax complexity that comes with significant wealth. We do not handle personal injury cases or real estate closings. Every attorney in this firm works exclusively within estate planning, estate and gift tax, elder law, and related practice areas — and has for decades.

That focus means we bring a depth of experience to each engagement that a general-practice firm cannot replicate. When a client arrives with a taxable estate, a family business to transition, or a beneficiary with special needs, we have seen that situation before — and structured solutions for it.
Our Areas of Practice
Estate Planning
Wills, revocable trusts, powers of attorney, and health care directives — structured to reflect your wishes and minimize friction for the people you leave behind.
Estate Tax and Gift Tax Planning
Strategies to reduce or eliminate federal and New York State estate tax exposure for taxable estates — including irrevocable trusts, GRATs, SLATs, QPRTs, and annual gifting programs.
Charitable Planning
Charitable remainder trusts, donor-advised funds, private foundations, and other vehicles for clients who want their wealth to reflect their values.
Business Succession Planning
Structured transition plans for closely held businesses — addressing ownership transfer, buy-sell agreements, valuation discounts, and family governance.
Estate Administration and Probate
Guidance for executors and administrators navigating the probate process, asset marshaling, creditor resolution, and estate tax filings after a loss.
Elder Law and Special Needs Planning
Protecting benefits, planning for care, and preparing families for what's ahead — before a crisis narrows the options.
Recognized Expertise, Quietly Delivered
Our attorneys have lectured at national continuing legal education programs and have been quoted in Forbes and Fortune on estate and gift tax planning strategy. We publish a direct-mail newsletter — written entirely by our attorneys, not outside contributors — distributed to clients and professional referral sources across the tri-state region. The same attorneys who write those materials are the ones who will handle your matter.
Resources Written by the Attorneys Who Will Represent You
Every article, alert, and newsletter entry on this site is written in-house by our attorneys. The glossary below is a reference we have built and maintained for clients who want to understand the terminology before — or after — a consultation. The newsletter archive reflects decades of commentary on tax law changes and planning developments as they have happened.
