Private Client Services

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Private Client Services brings together the expertise of lawyers in various practice groups to provide clients with a collaborative and interdisciplinary approach to meeting their needs.  The team includes lawyers from our trusts and estates, family law, business, real estate, tax, and litigation practices.

How does the new tax act impact your estate plan?

Our Private Client Services Team is actively involved in matters that include:

  • Estate planning involving closely-held businesses
  • Business succession planning
  • Charitable planning
  • Complex divorce matters
  • Entity planning
  • Pre and Post Marital Agreements
  • Real Estate
  • Litigation involving these disciplines
  • Valuation issues
  • Planning for unique assets
Lynn Sassin

I focus on building a relationship, solving the problems and designing a customized plan to achieve each client’s goals by listening to them – to understand what is important.

News, Publications, and Insights

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