Attorney Gary Greenwald and his associates provide expert counseling and legal advice in the areas of estate planning, elder law, special needs planning, trust settlement and probate, and business law. With over 40 years of experience, we provide our clients with the legal precision that ensures their estate or business goals are achieved.
Our estate planning philosophy and approach emphasizes collaboration with our client. This approach welcomes other professional advisors, such as CPAs, into the design phase of their estate plan.
After an estate plan is delivered, we emphasize a proactive, ongoing attorney-client relationship. This relationship includes continuing education for the client and a process of regular reviews and updates. This ensures all documents are revised as the client’s goals evolve and the laws change. To that end, we are proud to offer our clients the opportunity to enroll in our Client Care Program. This is a structured living trust maintenance plan that features educational workshops, annual trust reviews, and document updates as the law and your circumstances change.