PRACTICE · LEDGER
Drafted.Filed.Closed.
- Engagement
- Per matter
- Cadence
- One-time
- Horizon
- Weeks–months
- Pricing
- Flat / hourly
Each entry below is a discrete engagement — a beginning, a middle, an end. Grouped beneath the discipline that governs it. The matter closes; the file rests.
PRACTICE
Transactional. Per matter. A filing, a draft, a recordation. A closing letter follows.
DISCIPLINES
Relational. Continuous. See disciplines
Every matter, itemized.
Open a discipline to read the matters it covers. Every matter is a fixed piece of work — a filing, a draft, a registration — with a stated scope, a published fee basis, and a date it closes.
Why the firm is built this wayView the Estate Planning disciplineDraftI.iiFileI.iiiAdministerI.ivArchitect
REFPRACTICE AREAVERB
I.iTrusts & Estates
Wills, revocable and irrevocable trusts, dynasty trusts, and the multi-generational architecture of family wealth.Elder Law
Capacity, guardianship, Medicaid planning, and end-of-life directives — counsel for the family steward.Probate Administration
Administering an estate after death — court filings, creditor claims, asset transfers, and accountings.Generational Wealth & Legacy Planning
Tear down and rebuild outdated estate plans to survive the NY tax cliff and transition operating businesses.If your matter is not listed, send the facts. We answer in writing.
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