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Services

Estate Planning & Wealth Transfer Services

Establishing a legacy and ensuring that the maximum amount of wealth stays in the family is a key concern for high wealth families and individuals. Our professionals are experienced in ensuring that our clients' estate plans satisfy those needs, and work closely with families to help simplify the complex laws while addressing family dynamics and charitable intent. Our work includes:

  • Estate plan design to minimize estate and gift taxes and maximize family wealth transfer
  • Multi-year family gifting plan development
  • Business succession planning
  • Wealth equalization planning for family members not involved in the business
  • Distribution planning for qualified retirement plans
  • Trust and Gift Tax compliance
  • Family partnership structuring for estate purposes