Mr. Davis also has extensive experience in estate planning, family wealth protection and transfer and legal issues of importance to elderly people. A number of financial planners, stockbrokers and institutional trust companies regularly refer clients to Mr. Davis for assistance in estate planning as well as estate and trust administration. The Firm takes pride in helping families craft understandable and workable estate plans and is always mindful of the goals of its clients in this regard. Mr. Davis handles estates that are modest in size to those with complex estate and income tax issues. Mr. Davis is well aware of the delay often associated with probate and trust administration and strives to meet and exceed clients' expectations for prompt and accurate service in this area.

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