Trusts, Estates & Private Clients

Our team advises private individuals, closely-held businesses, estate planning institutions, and beyond on a range of matters including estate and personal tax planning; charitable giving; estate administration; and estate, trust, and fiduciary litigation.

Our team specializes in representing clients on complicated tax issues and provides sophisticated counsel to companies and individuals. Further, we specialize in financial laws including individuals and companies located in Puerto Rico. Our professionals are well-versed in state and municipal tax law.