Harriet opened her own law firm to respond to the special needs of select clients who require highly personalized, private and select legal services relating to their estate planning and trust administration concerns.

The firm's paralegals are specially trained to provide individualized assistance to clients in dealing with brokerages, transfer agents and financial institutions in order to transfer the assets to trusts, family partnerships and other estate planning entities.

Interpreting a trust and fulfilling fiduciary obligations to beneficiaries can be an overwhelming experience for clients who have recently experienced the loss of a loved one by death or incapacity.  Immediate financial decisions must be made which may have permanent and burdensome tax implications.  Family members who are left "in the dark" a such time may be contentious and add to the workload.

Many "living", revocable trusts require specific funding allocations after death to preserve tax and asset protections benefits and minimize estate taxes.  If this is not done correctly, the results can be financially devastating.

Our law office can provide all levels of assistance with trust administration issues, whether during life or after death.