At Carey Law, we provide the highest quality of service to all clients, whether your needs are the preparation of a simple will or more complex estate planning involving asset protection and tax planning. Our goal is to provide clients with the exceptional personal service and close working relationship of a boutique law firm with the breadth and depth of experience of a larger firm.
We develop complex, generation-skipping estate plans utilizing irrevocable trusts, corporate and partnership structures, estate tax freezes, and charitable instruments. We represent clients through the estate administration process, lifetime exemption planning, trust decantings, nonjudicial settlement agreements, and IRS audits of gift and estate tax returns. In addition, we advise fiduciaries in trust administration, trustee succession, and fiduciary duties. We work closely with CPAs and financial advisors to devise comprehensive succession plans.