The legal services offered include not only traditional and advanced estate planning, but fiduciary and beneficiary representation, tax controversy matters, and general business and corporate issues, trust and probate litigation, and elder law.

The combined skills and experience of the professionals at the firm allows each client's work to be handled precisely and with attention to detail, and yet in an efficient manner most appropriate to each client's individual needs. The firm stresses its availability to assist the client in all phases of their needs, whether it is assisting in the proper funding and transfer of a revocable trust, or preparing the appropriate transfer tax returns.

Through proper planning and advice, clients may be able to achieve a variety of their goals, including reducing tax liability; fulfilling philanthropic objectives; providing for and protecting future generations; reducing administrative costs and expenses at death; providing for management in the event of incapacity; transferring businesses and other assets; and protecting the rights of beneficiaries and fiduciaries.