Private Client Services
Providing private client services to Lafayette, Indiana for generations.
Mid-sized, broad-based and highly personal.
We are a mid-sized law firm with broad-based capabilities. Our private client services attorneys advise clients on a wide variety of issues relating to estate planning, tax, real estate, family disputes, business organization, succession planning and wealth management. We deliver cross-category expertise through a collaborative approach that allows us to tailor solutions specific to our individual client’s needs as opposed to a one-size-fits-all system. Our clients benefit from the talents of team members like Mark Lillianfeld and David Starkweather, lawyers with deep experience in tax law and practice, who obtained post-law-school tax LLM degrees from New York University, the nation’s top tax law program. Many law firms need to go to outside sources for this advice, ours is just down the hall and integrated into our overall client counseling.
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Wills, Trusts and Estate Planning
Wills, Trusts and Estate Planning
Our firm has the broad range of experience needed to successfully plan, prepare and administer wills, trusts and estates for individuals and families.
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Trust and Fiduciary Services
Trust and Fiduciary Services
As personal representatives and trustees, we carefully manage and protect trust assets and distribute income and principal as directed by the clients’ documents.
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Real Estate
Real Estate
We provide a full-service approach in assisting individuals, businesses and institutions when selling, acquiring, leasing and developing land.
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Taxation
Taxation
Our experienced and knowledgeable lawyers advise individuals, families, businesses, estates and trusts on federal, state and local taxation.
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Our Private Client Services lawyers address the complex needs of wealthy individuals and families related to their estate planning, businesses, investments, philanthropic activities and wealth management. We’ve been in business for over 140 years but more importantly we’ve served many high net worth families for multiple generations. Our reputation for providing trusted counsel and advice for our clients and our ability to help them achieve their goals at a reasonable cost has expanded our practice to include regional, national and international clients.