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Practice Areas

Our core practice areas include probate, estate planning, trust administration, business law, non-profit organizations, and taxation.

Our office works at the intersection of these practice areas to offer clients integrated representation in the areas of social enterprise, philanthropy, and business succession planning.

Practice Areas

Our attorneys’ expertise allows us to deliver coordinated legal services across the following practice areas:

PROBATE & TRUST ADMINISTRATION
TRUST ADMINISTRATION
ESTATE PLANNING
NON-PROFITS
BUSINESS LAW
TAXATION

Our work in probate focuses on guiding families through the administration of a loved one’s estate during an often chaotic and difficult time. We strive to make the process of managing final affairs as clear and manageable as possible, providing steady guidance and support so families can move forward with confidence.

Our work in trust administration supports Trustees in managing trust assets in accordance with the trust document and applicable state law. We work closely with Trustees to help them understand their legal duties and responsibilities and provide both legal and practical guidance to ensure the smooth and effective administration of long-term family trusts.

Our work in estate planning focuses on providing peace of mind by helping clients clearly express their personal and charitable intentions, both during life, including periods of incapacity, and after death. Because every family and financial situation is unique, we take a thoughtful, individualized approach, working closely with clients to design estate plans that reflect their values, family dynamics, and long-term goals while promoting the efficient management and transfer of property and wealth.

Catalyst attorneys provide legal guidance for both start-up and established non-profit organizations through complex tax and business rules, including formation and tax-exempt status, governance, compliance, revenue-generating activities, joint ventures, and for-profit subsidiaries.

Legal counsel for business law clients across a range of business transactions, contracts, start-up enterprises, international ventures, and as general counsel for small and middle-market businesses.

Our work in tax law supports individuals, businesses, and nonprofit organizations across a broad range of taxation matters, including proactive planning, risk management, and representation in disputes with taxing authorities.