Estate Planning
Estate Planning
In this world, nothing can be said to be certain, except death and taxes (Ben Franklin). Our deep bench of Estate Planners has the technical expertise and practical wisdom to help clients navigate:
- Lifetime gifting and tax reduction strategies.
- Business succession during life and after death.
- Providing for financial and medical decision-making in the event of incapacity.
- Disposition of assets among family, friends, and charities.
- Creative solutions for complex relationships.
- Minimization and deferral of state and federal estate taxes.
- Compliance requirements for esoteric gift and estate tax transactions.
Just as no two people are alike, no two estate plans are alike. Our clients appreciate our strengths in tailoring unique plans which stay grounded in common sense and no-nonsense. Our decades of experience help us serve clients efficiently and creatively.
We seek to understand what is most important to our clients. Every answer is unique, running the gamut from family harmony, security for descendants, and wealth preservation, to promoting productive lifestyles and making a real difference in the world.
Our Estate Planning Professionals
Dyke Arboneaux
Partner
Sarah M. Barnes
Attorney
Susan G. Berman
Partner
Michael J. Bland
Partner
Lawrence Brody
Senior Counsel
Richard M. Brown
Attorney
Timothy G. Carroll
Partner
Kimberly Civins
Partner
Katherine M. Cunningham
Partner
Stephen Daiker
Partner
Steve Dawson
Partner
Beth L. Fox
Attorney
Michael R. Friedberg
Of Counsel
Elizabeth A. Garlovsky
Partner
Theodore G. Gertz
Attorney
Linsey Glosier
Partner
Thomas G. Hamill
Partner
Louis S. Harrison
Partner
Michael T. Held
Attorney
Robert S. Held
Partner
Brent Howard
Partner
Jerry D. Jones
Partner
Brian K. Jones
Partner
Stephanie Moll Kriegel
Partner
Emily J. Kuo
Partner
Rita E. Luce
Partner
Matthew J. Madsen
Partner
Kim C. Martin
Partner
Shawn M. McCullough
Attorney, CPA
Lorna A. McGeorge
Partner
Tiffany McKenzie
Partner
Madeleine Minton
Attorney
Patrick F. Mize
Attorney
Margaret A. Nagela
Attorney
Robert T. Napier
Partner
Teresa Nuccio
Of Counsel
David W. Nyberg
Partner
Jason S. Ornduff
Managing Partner
Alan G. Palmer
Partner
Natalie M. Perry
Partner
Jarriot Rook
Partner
Elizabeth Schaub
Attorney
Alan Singer
Partner, CPA
Melissa Sprinkle
Associate Attorney
Greta Staat
Associate
Lawrence G. Staat
Partner
Reynard L. Tanig
Partner
Jennifer J. Thurswell
Attorney
Bernard T. Wall
Of Counsel
James W. Weller
Partner; Certified Public Accountant
Mary-Ann Wilson
Partner
Canella G. Woyar
Partner
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