A TEAM APPROACH

Teamwork

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.