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Family Wealth and Estate Planning

Helping you protect, enjoy and share your hard-earned assets.

Our attorneys counsel and represent on all matters involving estate planning, administration, charitable giving, planning for the elderly and infirm, and other issues that involve family members. We are committed to treating every issue with the care and sensitivity it deserves and providing you with the counsel that will best provide for and protect your family and your estate’s assets.

From personal estate planning to business succession planning, needed guidance is here.

For individuals, our work includes estate planning; wills and living trusts and irrevocable trusts; wealth transfers to individuals, trusts and charities; estate administration and post-death tax planning and estate litigation. For business owners our work also includes succession planning and choice of entity and planning for retirement benefits. We help our clients prepare for the near and long-term future with advice on shifting income to children, funding for college education, disability planning and guardianships for exceptional children and disabled individuals as well as issues regarding powers of attorney, living wills, health care proxies, Medicaid and long-term health care.

Philip L.  Burke profile image

Family Wealth and Estate Planning Department Chair

Direct: 585-987-2850
Fax: 585-445-2350