Practice area · Estate Planning · Trusts & Estates

Trusts & Estates

Wills, revocable and irrevocable trusts, dynasty trusts, and the multi-generational architecture of family wealth — composed to hold across decades.

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Discipline
Estate Planning
Engagement
Per matter or retainer
Counsel
Christopher Moye
Trusts & Estates
Legacy Preservation
We safeguard your legacy through careful planning and precise documentation, ensuring your wishes are honored and your values continue to influence future generations.
Principles · 01

How we draft the matter.

Every engagement is composed against these commitments. They shape the protections we add, the questions we ask, and the document that leaves the file.

§ 01

Legacy Preservation

We safeguard your legacy through careful planning and precise documentation, ensuring your wishes are honored and your values continue to influence future generations.

§ 02

Tax Efficiency

Our estate planning approach incorporates sophisticated tax minimization strategies that help preserve wealth and maximize the assets that pass to your beneficiaries.

§ 03

Family Harmony

We develop clear, thoughtful plans that reduce potential conflicts among family members while creating mechanisms for successful wealth transfer and management.

What we watch · 02

What can break the matter.

These are the terms, structures, and practical risks that usually decide whether the work holds when the file is tested.

Barbara Miller

Securing Your Family's Future

Proactive planning ensures family protection during unexpected life events. Clear directives minimize disputes and provide stability, addressing concerns important to caregivers like Barbara.

Alex ChenDavid Rodriguez

Protecting Diverse Assets

Modern estates often include digital assets, IP, and business interests. We create comprehensive plans that integrate these diverse holdings alongside traditional wealth components.

David Rodriguez

Advanced Wealth Preservation

For UHNW individuals, we utilize sophisticated trusts and tax strategies. These techniques preserve wealth across generations and shield assets from unforeseen liabilities or challenges.

The work · 03

Four steps. One engagement.

Each step is concrete; each step has a deliverable. The scope is defined, the matter moves, and the file closes.

  1. 01

    Personal Assessment

    We conduct a thorough assessment of your assets, family dynamics, and long-term goals to understand your complete estate planning needs.

  2. 02

    Strategy Design

    Our team develops a customized estate plan that addresses your specific circumstances, incorporating appropriate trusts, wills, and other planning instruments.

  3. 03

    Implementation

    We prepare all necessary legal documentation and guide you through the execution process, ensuring all instruments are properly signed and authenticated.

  4. 04

    Periodic Review

    We provide ongoing review and updates to your estate plan as your circumstances change, ensuring your plan remains aligned with your goals and current law.

Thoughtful estate planning for New York families

Protect your legacy

Schedule a consultation to discuss your estate planning needs and the strategic approach that fits your family's situation.

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