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  • Who You Are
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  • How We Work
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    • Trusts & Estate Planning
    • Estate Tax Reduction for Taxable Estates
    • Asset Protection
    • Probate & Trust Administration
    • Probate Litigation
    • Guardianship Administration
    • Estate Disputes & Litigation
    • Fiduciary Litigation
    • Business and Real Estate Succession
    • Trust Administration
    • Tax Compliance for Estates
    • Fiduciary Services
    • Charitable and Legacy Planning
    • Blended Family and Surviving Spouse
  • Getting Started
    • Why Work With Us
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    • Schedule Online
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David Rockefeller: A Titan of Art Planning

by Trust Counsel | Dec 13, 2018 | Articles, Asset Protection, Estate Planning, Estate Tax, Family, Financial

Earlier this year, the renowned auction house known as Christie’s, staged the most significant charity auction in history: The Collection of Peggy and David Rockefeller. The result: all 1,500 lots sold for a total of $832.6 million—all of which were directed to causes...

Don’t Forget to Include Your Digital Assets In Your Estate Plan—Part 1

by Trust Counsel | Dec 7, 2018 | Articles, Asset Protection, Estate Planning, Family, Trusts, Wills

If you’ve created an estate plan, it likely includes traditional wealth and assets like finances, real estate, personal property, and family heirlooms. But unless your plan also includes your digital assets, there’s a good chance this online property will be lost...

Stan Lee’s Latest Cameo: A Man Who Needed a Superhero Himself

by Trust Counsel | Nov 29, 2018 | Articles, Asset Protection, Celebrity Estates, Estate Planning, Family, Financial, Trusts, Wills

Earlier this month, Stanley Martin Lieber, more famously known as Stan Lee, the comic book legend behind many of the characters in the Marvel universe, passed away at the age of 95. Though his creative genius helped him to pioneer the superhero comic industry, it did...

Use Estate Planning to Enrich Your Family With More Than Just Material Wealth

by Trust Counsel | Nov 9, 2018 | Articles, Asset Protection, Estate Planning, Estate Tax, Family, Financial

We’ve developed a series of helpful questions and prompts to make the process of sharing your life experiences not only easy, but enjoyable. And this isn’t something you have to do on your own—which you know you wouldn’t get around to—as we do it with you as an...

Who Should Khloé Kardashian Choose as Legal Guardian For Her Child—One Instance Where ‘Keeping Up With the Kardashians’ Might Be A Good Idea

by Trust Counsel | Sep 28, 2018 | Articles, Family, Guardianship

  You might not be a big fan of their typical life choices, but the Kardashians recently demonstrated impressive wisdom in protecting their minor children using estate planning. During a recent episode of Keeping Up With The Kardashians, Khloé Kardashian was preparing...
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