• Assist clients with all trusts and estates-related tax needs, including general estate planning, the creation and liquidation of trusts, the day-to-day administration of current trusts, and creating advantageous solutions of funding trusts. 
• Assist with planning for and creation of trusts and other appropriate vehicles to facilitate clients’ financial needs. 
• Assist with the preparation or review of fiduciary and estate tax returns to ensure the accuracy of the return and that the client’s vision is being carried out. 

Transactional Tax

• Mergers & acquisitions
• Formation of partnerships, joint ventures, and limited liability companies
• Transaction financing
• Private equity funds (including fund formations and investments)
• Real estate investments
• Debt and equity financing

• Business succession planning
• Employee benefits 
• Day-to-day operations
• Cross-border issues
• Tax planning for high net worth individuals
• Personal income tax planning
• Charitable gift planning
• Not-for-profit or charitable organizations