A TEAM APPROACH
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
For ESTATE PLANNING, this may involve coordination with your:
Human resources or retirement plan manager
Accountant or tax advisor
Children, parents, or other relatives.
Trusted friends selected as executors or for other fiduciary roles.
For PROBATE and ESTATE ADMINISTRATION matters, your team may include:
Appraisers for art, real estate, or other property
Contacts for philanthropic gifts
Accountants and tax advisors
Counsel in other jurisdictions
Co-counsel for special issues, such as landlord-tenant relations in estate-owned property
…and our interactions will often include interactions with:
a mortgage lender and other creditors of the estate
the probate court
surety bond providers.