We help clients adapt to, and prepare for, the constantly changing legal and tax climate.

Lori Rath has counseled individuals and families on all aspects of estate planning for over 15 years, including estate and gift taxation, charitable giving, lifetime and testamentary trusts for unique beneficiary needs, and property agreements between spouses and partners.

Estate planning, estate & gift taxation, probate and trust administration, trust & estate disputes, fiduciary and beneficiary representation, prenuptial and domestic partnership agreements, mediation.

Christopher Yoson represents individuals and businesses with complex federal and state tax matters involving business structuring, sales and succession, executive benefits (including nonqualified deferred compensation – IRC 409A), estate planning and advanced wealth transfer, probate and life insurance transactions.

Katherine enjoys representing a broad range of clients in estate planning, probate, trust administration, and estate and gift taxation. Katherine has experience working with individuals, families, and business owners.