Estate Planning and Wealth Management

The firm’s Estate Planning and Wealth Management Group focuses on serving the needs of individuals, families and private business owners as they relate to: business planning, multigenerational wealth management and transfer, asset protection, retirement planning, charitable giving, payment of educational and medical expenses, tax minimization and ensuring physical/medical care.

 

Regarding estate planning matters, our attorneys prepare sophisticated wills and trusts specifically tailored to each client’s needs. These documents not only serve to minimize tax consequences on the transfer of wealth, but also are created with the goal of maintaining family harmony, preserving and protecting the family legacy, and achieving clients’ financial and non-financial objectives. Through the formation of specialized trusts and nonprofit organizations, we are able to help our clients fully realize their charitable goals.

 

Our Group also specializes in business succession planning. Our attorneys have a wealth of experience assisting clients in this area through the establishment of buy-sell arrangements among the owners of closely held businesses, structuring transfer of ownership among family members and advising clients about the many business, tax and other issues encountered in business succession planning.

 

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