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Estate Planning and Administration.
The Firm provides extensive and sophisticated services to individuals and their families in the areas of estate planning, charitable giving, asset protection, trust administration and estate settlement. The planning can range from simple wills to the most sophisticated tax savings techniques using various types of irrevocable trusts and other entities, such as limited liability companies, grantor retained annuity trusts, insurance trusts and charitable remainder trusts. The Firm's approach is to understand the client's overall financial and family situation and to provide counsel that is technically sound and personal to each individual client. Services in this area include:

  • Drafting wills, trusts, powers of attorney, health care instructions and related documents;
  • Advising on the titling of assets for purposes of estate planning and asset protection;
  • Planning for business succession;
  • Representing individuals in all probate court proceedings, including conservatorships, guardianships, accountings and will and trust disputes; and
  • Representing beneficiaries and fiduciaries in all aspects of estate settlement, including preparing estate and fiduciary income tax returns and all required probate court filings.

Sophisticated Tax Planning & Compliance.
We provide advice and assistance in connection with all forms of federal and state income, gift and estate tax issues. The firm also prepares tax returns for individuals, partnerships, LLC, corporations and other business entities.

Residential Real Estate.
The Firm represents buyers and sellers in all aspects of residential real estate transactions, including contract drafting and negotiation, review of title, mortgage financing and closing of title. We also provide representation with respect to mortgage refinances.


34 E. Putnam Avenue, Suite 103 Greenwich, CT 06830
(203) 869-0080 (phone)
(203) 869-0082 (fax)