Wealth and Succession Planning
We understand the critical importance of proper wealth management and family planning. Our knowledgeable and experienced attorneys provide sophisticated trust, estate, and succession-planning services. This often includes business, real estate, and tax planning and related strategies.
Our services range from wills and living trusts to complex business succession and tax planning. include the following:
- Living Trusts and Wills
- Financial Powers of Attorney
- Health Care Directives
- Family Gift and Sale Planning and Implementation
- Life Insurance Trusts
- Irrevocable and Grantor Trusts
- Family Limited Liability Companies and Limited Partnerships
- Sophisticated Estate and Generation-Skipping Tax Planning
- Business and Real Property Buy-Sell Agreements
- Charitable Trust Planning and Implementation
- Trust and Estate Administration
- Estate and Gift Tax Returns
We provide our services practically and efficiently.
Before providing advice, we want to fully understand your wishes, family, business situation, and goals. We will work closely with you and your financial advisors to identify, implement, and achieve your objectives. We find that this team approach leads to the best results.
Once your goals have been identified, we will design and implement valuable legal, business, and tax planning structures and strategies. Our focus is to achieve your objectives while limiting the tax consequences and capitalizing on wealth transfer planning opportunities. Significant tax savings can be achieved with proper planning.
We emphasize responsive and clear communication. When doing complex planning, we will provide you with diagrams and plain English explanations of the options and proposed strategies so that you can easily understand our recommendations and make decisions.
Our legal services are comprehensive in nature and involve planning and services related to business, real estate, farm property, and other major asset classes.
For business owners, our services include business succession planning, entity and trust formation, estate and gift tax advice, family transfers, buy-sell agreements, and exit planning. Our mergers and acquisition team can assist with potential sales of your business, when appropriate.
When real estate or farm property is involved, we assist with entity structure, management, family transfers, and tax avoidance and deferral strategies.
Our planning often includes gifts or sales of business, real estate, and farming interests for succession and tax planning purposes. These types of wealth transfers can be implemented while allowing you to maintain control of your business, real estate, and other wealth. We have found that this ongoing control is often a critical factor in deciding to implement the planning.
We will assist you and your family by providing trust and estate administration. In addition to assisting with the administration process, there are often important and valuable tax planning opportunities and strategies which can be implemented at the time of administration.
We welcome the opportunity to assist you. Please contact us to schedule an initial meeting. There will be no charge for the initial meeting unless you decide to retain our services.
