Our attorneys work with clients in creating and implementing estate and retirement plans that address tax, family, retirement, disability, and financial objectives. We approach each plan individually and comprehensively to help business owners plan the most appropriate structure for their investments and assets. Our attorneys are experienced in developing plans that assist our clients in handling tax issues effectively, including lifetime-giving plans involving family limited partnerships, living trusts, grantor retained annuity trusts, and charitable trusts.
We work with clients to protect their businesses and assets through the use of limited liability entities, such as limited liability companies, limited partnerships, and corporations. We also work with family management transitions, wealth restructurings, and succession issues. This work includes:
Asset Protection Planning
Business Succession and Planning
Estate Tax Planning
Wills and estate plans
We work extensively with clients to protect all they have worked so hard for and in structuring wills and estate plans so that their wishes may be carried out. This includes extensive estate planning in conjunction with their financial advisors, drafting of wills, structuring of trusts and other important estate documents.
Probate and trust administration
We work with clients in the probate of the will and handling any and all trust administration for trusts that are set up as part of a clients estate planning and will.
Will contests and disputes
Our attorneys handle will contests and litigation seeking the proper construction of wills and trusts. Estate lawyers appear before courts and call upon the support of lawyers from the litigation practice in the case of contested matters.