1270 Avenue of the Americas 7th Floor New York, NY 10020
+1 212-431-PLAN (7526)


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We help growing families protect their children and plan for the future.

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Non-US Citizens face unique tax and non-tax challenges in protecting their loved ones and planning for their wealth.  We help you navigate the confusing rules involved when your family or financial ties cross borders.

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We help business owners and investors save money on taxes and protect their investments with smart legal and financial strategies.

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Dread doing your will?  Find estate taxes horrifying?  We hear you!  Estate planning is never on the list of things you want to do.  But it is on the list of things you need to do to protect your assets and provide for your loved ones.

While estate planning is not something that most people look forward to, many of our clients find the process to be intensely meaningful.  None of us is going to be around forever, and making sure our loved ones are taken care of when we're gone is one of the most important and selfless actions we can take.  Protecting those we love and designing a legacy that reflects our values can be incredibly rewarding.

We take that responsibility personally.  Many of our clients become our friends, and we often become a lifelong advisor to families.

If estate planning is on your to-do list, we'd love to hear from you.

What Our Clients
Say About Us

I really appreciated the way you helped me in a speedy, understanding and compassionate way.

Hardy H.

I wanted to thank you from the bottom of my heart for all of your kind attention to this matter since the very first day I met you.  You did the most outstanding job, going beyond what I thought an attorney would ever do for us!  I thank you so much for going beyond being a good lawyer in so many ways, and being a great person to us.  I will forever think of you with great gratitude. 

Fran S.

Exactly what I was looking for – smooth, efficient and painless.  I have already recommended Shannon’s services to a number of others.

Chris M.

We very much enjoyed working with you. You were available, responsive, on time and asked important questions that went beyond our expectations in to help us plan better. I already recommended you to one of the moms in my group.

Jaylon B.