Few legal matters are more important to an individual than making an estate plan that fully reflects his or her particular wishes and objectives. Our team members provide a wide range of services to clients that start with identification of assets, definition of the client’s particular goals, and development of a long-term plan that will fully meet the unique needs of the client. We focus on tax-advantaged asset transfer planning through appropriate estate plan measures, and avoidance of probate. Among our services are: preparation of wills, powers of attorney, living wills, trusts (such as personal residence, charitable remainder, charitable lead, and retained interest trusts), gift tax planning, and multigenerational planning.
Because our firm represents many family-owned businesses and the family members who own them, we have particular expertise in developing and implementing estate plans for the succession and transfer of family businesses from one generation to the next. Not only does our guidance help family-owned businesses negotiate the complexities that can arise, but it also promotes important tax advantaged asset transfers that protect business assets. Our attorneys also have significant experience in the negotiation and preparation of prenuptial agreements for business owners, as well as high net worth individuals.