General Info

Simses & Associates provides clients with an individualized approach tailored to their specific needs and objectives. We represent clients in a number of highly technical areas, including the preparation of complex wills and trusts, charitable entities and gifting techniques, and the preparation of necessary tax returns involved in the creation of highly sophisticated wealth-preserving estate plans. We have significant experience in serving our clients in fiduciary capacities, such as trustees, personal representatives, and executors. We serve as advisors in the management and transfer of our clients' assets. We also represent clients in the planning, purchase, sale, and gifting of real estate.