Trusts & Estates, Business Succession Planning
Strategic Planning to Protect What Matters Most.
Personalized Estate and Business Succession Planning
Effective estate and business succession planning ensures the smooth transfer of wealth while minimizing tax burdens. Our Trusts & Estates team works closely with clients, alongside their financial advisors, accountants, and insurance professionals, to develop personalized strategies that align with both family and business goals.
With extensive experience drafting wills, trusts, powers of attorney, advance medical directives, and other essential estate planning documents, we help clients preserve their legacy. We also implement tax-efficient strategies to maximize exemptions and reduce estate and gift taxes.
Representative Engagements
Drafted and implemented numerous buy-sell agreements among owners of closely-held businesses
Created and helped implement succession plan for numerous companies to transfer business to the next generation
Represent trustees and executors on variety of administration issues
Partner with Trusted Legal Advisors Today
Plan for the future with confidence. Our team helps you preserve your legacy with tailored estate and succession planning strategies that minimize tax burdens.