We advise clients on advantageous estate planning opportunities, as they apply within the context of the particular client’s goals and objectives. Proper planning does more than just provide for the transfer of assets at death. Our clients include individuals and families who have accumulated substantial wealth, and those who are at the beginning of this process. We work with our clients to create unique estate plans that preserve assets and minimize taxes, both during their lives and, often, for many years beyond.
Aside from the tax concerns, these estate plans address the special problems associated with specific assets, such as a family business, in ways that achieve the client’s goals. We also design plans that take into account the special needs of beneficiaries, in ways that meet and exceed the client’s goals. For example, we are often called upon to craft estate plans for those who cannot manage assets or who suffer from mental or physical disabilities. Our lawyers also address the practical issues of protecting assets from creditors and, in some cases, beneficiaries from themselves.Contact Us