Our firm provides counsel in the areas of trusts, estates, probate, and tax planning to individuals and families, as well as general legal services to a variety of small businesses and non-profit organizations. We also offer a full range of fiduciary services including trust and estate administration and management. As part of these services, our firm provides tax advice and tax return preparation for individuals, trusts, estates, and other entities including private foundations, S-corps, limited partnerships, and limited liability companies.
Jay assists clients on matters relating to estate, gift and tax planning, trust administration, and estate settlement matters.
Jennifer concentrates her practice in the areas of income taxation – fiduciary, individual and non-profit – and gift and estate taxation.
CPA & Trust Administrator
As Trust Administrator, John oversees the financial management of all firm trust and custody accounts.
Real Estate Paralegal
Janice handles all aspects of real estate conveyancing, and assists in the firm’s corporate and copyright/trademark areas of practice.