About Us

We are a boutique law firm established in 1999 to provide clients with sophisticated estate planning, estate and trust administration, and family business planning. 

Attorney Dale Ann Kaiser

Dale Ann Kaiser concentrates in estate and family business planning and estate and trust administration. She is knowledgeable about all aspects of estate and gift planning including generation-skipping, asset protection, special needs and charitable planning and has extensive experience in estate and trust administration.  Dale received a J.D. from the State University of New York at Buffalo and a B.A. from the University of Rochester.

Attorney Rachel Ziegler

Rachel Schneller Ziegler’s practice focuses on estate planning, estate administration and elder. She enjoys working closely with clients and their families to design an estate plan that meets their objectives, simplifies the transfer of assets upon death, and minimizes taxes.  Rachel received a J.D. and Masters in Public Health from the University of Michigan and an A.B. from Harvard University. 

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