You've built something. Now it’s time to protect it. This firm works closely with founders and business owners on succession, exit planning and integrating business interests into a comprehensive estate plan.

Families with complex structures, including those with significant assets, those subject to the federal estate tax and those with a long view toward generational wealth may benefit from advanced planning strategies.

Estate planning carries particular legal weight for LGBTQ+ clients and the stakes of getting it wrong are higher than most people realize. We have deep experience structuring plans that reflect LGBTQ+ clients' lives accurately, protect chosen family and account for the nuances that planning often misses.

Building wealth without a roadmap is hard. Protecting it shouldn't be. We proudly serve clients who are the first in their families to need sophisticated estate planning and who deserve the same level of care and expertise as families who have been doing this for generations.

Estate planning has historically been a conversation held in rooms that didn't include everyone. That has meant entire communities - Black families, Latinx families, LGBTQ+ families, immigrant families - are building real wealth without the legal infrastructure to protect it across generations.

Every person who walks through this door deserves an attorney who sees them fully, understands their context and brings both technical excellence and genuine care to their plan.