Planning & Private Client
Most planning fails at the seams — the estate plan that ignores the operating agreement, the entity that ignores the estate tax, the succession plan that exists only in the founder’s head. The firm practices planning as one integrated discipline: the estate, the entities, the tax posture, and the business succession designed together, by counsel with the tax training to see the whole board. A signature piece of that practice is working directly alongside a client’s own CPA or accounting firm — translating the tax strategy they’ve set into the legal instruments and entity structures that actually carry it out.
Business owners and their families. Physicians, dentists, and professionals. Real estate holders. Families with substantial or complex assets.
The Work
FOUR PRACTICESAn estate plan is a set of instruments that must work together on the worst day — and most were drafted without reading the operating agreement, the deed, or the beneficiary designations they’re supposed to coordinate.
02Asset ProtectionAsset protection is timing. Structures built before a claim exists are planning; structures built after are fraudulent transfers.
03Business SuccessionEvery business owner exits — by sale, by succession, or by the estate. Only the first two can be planned, and both are engineering projects.
04Tax PlanningThe firm does not prepare returns; it makes the decisions that determine what the returns say.
Representative Experience
TWO MATTERSOngoing work alongside clients’ CPAs and accounting firms, translating tax and accounting objectives into executed instruments and entity structures.
Formation with staged ownership transfers, governance provisions, and integration with the family’s broader estate plan.
Representative matters. Prior results do not guarantee a similar outcome.