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<h3 class="service__heading">Trust and Estate Planning</h3>
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<p class="service__text">We pride ourselves in knowing that our clients are High Net Worth and Ultra High Net Worth individuals and families who often encounter situations that require sophisticated estate planning.</p>
<p class="service__text">With our partners, we provide our clients with services ranging from plain vanilla tax and estate planning to finding creative solutions for a highly personalized resolution. Our focus is to design and assist in the implementation of creative, effective plans focused on the goals and needs of our clients. We are able to draw on the resources of large partner firms as needed to provide truly customized plans for each of our clients.</p>
<p class="service__text">We assist clients in all facets of trust and estate-related matters, including:</p>
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<li class="service__list-item">domestic/international trusts and estate planning;</li>
<li class="service__list-item">setting up non-profit organizations and foundations created by individuals, families or their companies;</li>
<li class="service__list-item">making large charitable donations, legacies or gifts;</li>
<li class="service__list-item">asset protection;</li>
<li class="service__list-item">premarital and post-nuptial agreements;</li>
<li class="service__list-item">business succession planning etc.</li>
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