Success in estate planning, tax minimization and wealth management is achieved through active engagement with our clients.
Our approach is hands-on, practical and client-centered.
Our nationally recognized lawyers partner with individuals, families and business owners to craft their estate plans and achieve their wealth management goals. The team develops and implements practical planning solutions geared to protect our clients, minimize taxes and preserve businesses and wealth through multiple generations.
We administer trusts, estates and charitable entities, serving as trustees and executors to carry out our clients’ objectives over time.
Tracking industry trends, we monitor and anticipate changes in the tax, legal and market landscapes. We bring each client’s goals to fruition through our comprehensive legal, tax, financial planning and wealth management services.
Our attorneys deliver high-level advice both domestically and internationally, customizing and implementing strategies for each client and family. We also collaborate with our clients’ other advisors and with our own subsidiary, Watch Point Trust Company.
CNBC | February 19, 2018
Chicago private clients group partner Michelle Canerday is quoted in this article discussing how families can take advantage of the temporary increase in the estate-tax exemption.
ThinkAdvisor | January 09, 2018
ThinkAdvisor published a write-up on estate tax changes based on the client alert written by Boston private clients counsel Sarah Richards, associate Sarah Roscioli, and paralegal Mary-Benham Nygren.
Trusts And Estates | 01.22.20
Private Clients Alert | 01.16.20
Trust & Estates Alert | 01.08.20
Trusts And Estates | 01.08.20
NP Trusts & Estates Blog | 01.03.20
Trusts And Estates | 12.31.19
Trusts And Estates | 12.27.19
Opportunity Zones Alert | 12.24.19