Much of the work we do integrates with the work that you may have done – or may need to do – with other advisors. We regard teamwork as one of our most important values and functions.

We are happy to serve as the leader of your team, or as a valued utility player – whatever the situation requires. And if you need it, we are ready to put together a team for you, with referrals to a rich array of trusted colleagues who can help in any of these areas.

For REAL ESTATE MATTERS, this entails very active interaction with some or all of:

  • your broker, and the other party’s broker and attorney
  • your mortgage banker and their counsel
  • coop or condo management
  • your financial advisor
  • title insurance professionals
  • building inspectors
  • building-department expeditors
  • appraisers

For ESTATE PLANNING, this may involve coordination with your:

  • Financial advisor
  • Insurance consultant
  • Human resources or retirement plan manager
  • Elder-care attorney
  • Business attorney
  • Matrimonial attorney
  • Accountant or tax advisor
  • Children, parents, or other relatives.
  • Trusted friends selected as executors or for other fiduciary roles.
  • Corporate fiduciaries.

For PROBATE and ESTATE ADMINISTRATION matters, your team may include:

  • Appraisers for art, real estate, or other property
  • Contacts for philanthropic gifts
  • Financial advisors
  • Accountants and tax advisors
  • Counsel in other jurisdictions
  • Co-counsel for special issues, such as landlord-tenant relations in estate-owned property
  • Family members

…and our interactions will often include interactions with:

  • taxation authorities
  • a mortgage lender and other creditors of the estate
  • the probate court
  • surety bond providers.
  • Genealogists.

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LEGAL NOTICES: (1) The contents of this website constitute Attorney Advertising. (2) Results in any case cannot be foreseen or guaranteed. Results in any one matter are no guarantee of results in any other matter. (3) The contents of this website are presented for informational purposes only and do not constitute legal advice. (4) No attorney-client relationship shall exist between this firm and any party except by express agreement. (5) Clients of the firm are advised of the terms of engagement that govern the attorney-client relationship, set forth in the Client Guide section of this site (which are superseded by any differing terms in the client’s written engagement letter for any particular matter).