NEWS

February 2018 – Dan presented on a webinar for “Interpretation and Construction of Wills and Trusts” for the ABA Section of Real Property, Trust and Estate Law.

January 2018 – Dan’s article, “Engagement Letters for Estate Planning Representations,” was published in ISBA’s Trusts & Estates Newsletter, vol. 64, no. 7.

September 2017 – Ray was appointed to serve as Chair of the Charitable Planning and Organizations Group and as Assistant Editor to Trusts and Estates for the eReport of the ABA Section of Real Property, Trust and Estate Law.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Our services are focused on trusts, estates, and exempt organizations. We help clients protect, preserve, and pass their estates, including businesses; protect our clients’ beneficial interests in trusts and estates; and defend fiduciaries.