A modern approach to a traditional practice.

Estate Planning

Wealth Structuring and Succession Planning

Trust Administration

Proactive Fiduciary Services


Estate Ligation and General Dispute Resolution

Non-Profit Law

501(c)3 Creation and Advisory Services

Who are we?

The Firm provides multi-generation estate planning, plan execution and plan protection, always seeking to the raise the bar in client service.

Dedicated team with over 50 years of experience

The Firm prides itself on family wealth planning and wealth preservation. The Partners and administration support staff are proud to continue the legacy of their former firm, Morris & McVeigh LLP (now-dissolved).

Our team

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