At Rubin Katz Ahern Herdman & MacGillivray, we provide practical tax solutions to high net worth individuals, private businesses, and financial institutions.  Our wealth preservation attorneys deliver comprehensive advice quickly and efficiently through the use of multidisciplinary teams tailored to the specific needs of each client.  We help our clients:

• Minimize taxes
• Provide for family
• Form family offices
• Form tax-efficient structures
• Manage trusts
• Protect assets
• Develop business succession and liquidity plans
• Manage philanthropy

Rubin Katz Ahern Herdman & MacGillivray also assists our clients with all types of probate, trust administration, fiduciary controversies and litigation, including those involving conservatorship, joint accounts, contested wills and trusts, and other disputes as to ownership of assets formerly owned by an incapacitated person or a decedent.