Business Succession Planning

We are always happy to work with other attorneys, accountants, financial advisors, and other professionals. Please do not hesitate to contact us if we can assist you with servicing your client or if you would like to refer a client to our office. We would also like to invite you to join us for period seminars where you can update your knowledge of estate planning and elder law in order to better serve your clients.

We share periodic updates for professionals, including financial advisors, accountants, social workers, care managers and all others who work in fields related to estate planning or elder law. Please leave your contact information and we will contact you when we schedule the next presentation. Or, if you would like us to make a presentation to an organization or group, we would be happy to do so.