Our seasoned attorneys serve clients with needs ranging from straightforward to highly sophisticated, always with practicality, sensitivity, and an eye to tax efficiency. We regularly prepare wills and trusts tailored to each client’s circumstances, guide fiduciaries in the administration of estates and trusts, and advise closely held business owners on succession planning and tax-efficient exit strategies. We also bring decades of experience to our clients’ charitable planning, advising on matters ranging from charitable giving options to the creation and proper administration of private foundations. 

Our private client practice serves closely held business owners, entrepreneurs, executives, artists, performers, high-net-worth families, professionals, and other individuals in connection with personal wealth, succession, and philanthropic planning. We also represent individual fiduciaries in their roles as executors and trustees, as well as directors of nonprofit organizations. Many of our clients have worked with CM Law attorneys for years, reflecting the trust and continuity that are central to our practice. 

We are keenly aware of our clients’ need to understand their options, including the benefits, risks, and current and likely future transaction costs involved. CM Law private client attorneys are committed to clear communication so clients can make informed decisions without unwelcome surprises about cost or implementation. We take a client-focused, collaborative approach, work closely with our clients’ other advisors and accountants to keep the full team coordinated, and draw on the responsiveness of our partners in other practice groups when matters call for broader experience. We also use technology thoughtfully and efficiently to deliver practical, responsive service.