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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.