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BESPOKE ESTATE PLANNING
PROBATE + ADMINISTRATION
We have distilled big-firm expertise into a highly specialized, intimate boutique firm setting, providing exceptional client service and value.
LARA SASS & ASSOCIATES, PLLC expertly handles the details of planning for both death and taxes, while anticipating and addressing the uncertainties that inevitably arise. We are a preeminent boutique trusts and estates firm specializing in sophisticated estate and tax planning, business succession planning, prenuptial and postnuptial planning, charitable organizations, probate, and trust and estate administration. Most importantly, we serve as trusted advisers to our clients (including founders, owners of closely held businesses, corporate executives, professional athletes, entertainers, artists, real estate owners and developers, and principals at private equity firms and hedge funds), offering the highest level of service to create bespoke solutions for even the most complicated situations. We combine our extensive knowledge of the law and our big firm experience with our sensitivity to family dynamics to best preserve our clients' legacies by crafting legal strategies designed to both substantially reduce transfer taxes and offer asset protection benefits. At Lara Sass & Associates, clients can expect customized estate planning solutions for a fixed fee.
Client Care Program
We offer a unique, tailored Client Care Program as part of our ongoing commitment to serve as trusted, lifelong advisors to our clients and their families and to deliver the highest level of service and a quantum leap in value at Lara Sass & Associates, PLLC. This program is our way of diligently and proactively managing our clients’ estate plans so that they continue to function properly and meet their objectives at all times. This ongoing process will avoid the unnecessary taxes, family disputes and diminished legacies that inevitably result from an outdated or improperly administered estate plan.
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