Lawyers in the Private Clients Group assist individuals with the development and implementation of their estate plans, including the preparation of wills, trust agreements, family limited partnership agreements, powers of attorney, health care declarations and proxy designations. Each plan, whether simple or complex, is tailored to the individual's specific circumstances and is designed to minimize transfer taxes while ensuring the orderly disposition of assets in accordance with the individual's wishes. The Group also assists clients with insurance planning, including the preparation of insurance trusts and withdrawal notices, and counsels clients with respect to their employee benefit and retirement assets.

The firm's Real Estate Group practice is a resource for the Private Clients Group in developing estate plans for individuals with large real estate holdings and advising those individuals as to the disposition of such holdings either during lifetime or at death. The Private Clients Group publishes a periodic Estate Planning Advisor to keep clients and friends up to date on estate planning issues that may affect them.