Helping You Plan and Prosper


From New York to California

Estate Planning

         Gift Tax Planning

         2018 - 2019 Federal and State Tax Planning

         Asset Allocation

         Asset Protection

         Domestic Partner Planning

         Special Needs Trusts

         Family Partnership Planning

         Trust Agreements


         Probate Estates

         Grantor Trusts

         Charitable Gift Planning

         Powers of Attorney for Health and Property

         Retirement Planning

         Trust Counsel Services

         Income Tax Planning and Preparation

         Pre and Post Marital Agreements

         And more

Business and Corporate

         Commercial Transactions

         Mergers and Acquisitions

         Representation of closely held professional and medical business corporations

         Partnerships and Limited Liability Companies Formation and Operation

         Deferred Compensation Agreements

         Buy-Sell Agreements


         Family-Owned Business Succession Planning

         Employee Benefit and Profit Sharing Plans

Real Estate: Commercial and Residential

         Title Transfers

         Lease Agreements

         Purchase and Sale Agreements

The greatest thing in this world
is not so much where we are,
but in which direction
we are moving.
— Oliver Wendell Holmes