ESTATE PLANNING, TRUSTS & WILLS

The Estate Planning section of the firm designs and implements estate plans to accomplish our client's objectives, with the end in mind to preserve family harmony, and provide smooth asset transitions with the minimal amount of opportunity for dispute or court interference.

Plans include not only the basic foundational documents such as wills, revocable living trusts, durable powers of attorney for asset management and advance directives for health care, but additional Advanced Estate Planning documents as well, including:

• charitable trusts
• irrevocable trusts
• grantor retained trusts
• qualified personal residence trusts

We also specialize in advising and assisting family owned businesses and other privately held companies on how to plan for business succession, asset protection and on how to best resolve transition issues, and potentials for dispute or third party interference, by using tools such as:

• buy -sell agreements
• private limited liability companies and limited partnerships
• re-capitalization of corporations
• private foundations

We have experts on staff that are trained to help plan the estate and business succession plans in a tax-wise manner. Also, we always welcome the opportunity to work with your other advisors and professionals, in a team approach, to accomplish your estate planning and business succession goals.