Rivkin & Rivkin concentrates its practice
in the areas of estate planning, estate and trust administration,
planning for children with special needs, and planned charitable giving.
We have experience in financial planning
and a sensitivity to the psychological and emotional issues often implicated
by the passage of wealth. As a result, we take a broad, holistic approach to each particular
individual or family situation. In line with this view, we do not attempt
to squeeze our clients into pre-packaged solutions. Instead, we listen to
their desires and concerns, educate them on tax and other legal issues
affecting their planning, offer alternative approaches to achieve their
goals, and tailor our work to meet their individual needs.
Our work does not end with the preparation of legal documents.
We also provide our clients and their other financial advisors with
clear directions regarding the tasks necessary to implement their
planning and communicate with our clients about updating their plans as
their needs and circumstances change.
We are careful and deliberate in our work. At the same
time, we strive to do our clients’ work efficiently and pragmatically --
and without over-planning -- so that the scope of our work is driven by
the value added. Our guiding principle is to counsel and assist each
client as if he or she were a member of our own family.