Attorneys & Law Firms

When developing and implementing complex financial and tax planning strategies for clients, we place high importance on coordinating our efforts with legal advisors to provide insight and execution of legal documents that impact the client’s plan. Our communication and coordination with attorneys are enhanced by the presence on our professional staff of Michael Kirshon, who is a JD and LL.M as well as the Managing Partner of the firm.

As specialists in working with high net worth individuals and businesses as well as their legal advisors, we are regularly called upon by attorneys to provide resources and technical support in the following areas. At the same time, our practice is to proactively involve legal advisors in our process of developing and implementing planning strategies for clients in each of these areas.

  • Estate Planning Strategies
  • Wills and Trusts
  • Business Succession
  • Life Insurance
  • Asset Protection
  • Tax Planning
  • Qualified Retirement Plans
  • Charitable Planning

 

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