What are the primary goals of your firm vis-a-vis client representation?

Our most important goal is serve the client effectively. We cannot guarantee the success of any given program, but we shall strive to represent the client’s interests vigorously and efficiently.

As counselors, our goal is to listen to the wishes of the client and provide the best legal guidance possible. To this end, we strive to listen to the client’s statement of concerns and to the goals of the client. Based on our in-depth discussions with the client, on our experience, and on our extensive knowledge of the law, we make recommendations to the client that best suit his or her personal situation. Our recommendations may not always coincide with what the client expects or even wants to hear, but our advice is always based on the best interests of the client. How we move forward is unique to the wishes of each individual client.

Specifically, in the area of estate planning, we have found that the client’s primary concern is the protection of sufficient assets and cash flow to provide for the needs and wants of our client.

In other cases, the client’s principles are of primary importance in planning. For example, many of our clients have in place a long-standing tradition of giving in accordance with their religious affiliation or to their community, or to other charitable / medical organizations; however, many clients have not set in place a vehicle that would continue that tradition after their deaths, not because they do not think it important, but merely because they have not thought about the possibilities. With some planning, we can assist in following through with the client’s long-standing tradition.

As always, our goal is to counsel the client in a manner that assists him or her in reaching his or her goals.