What We Do
Estate, Trust, & Wealth Preservation
We are responsible for assisting individual clients and families in achieving their wealth transfer and estate planning objectives. We counsel clients on every aspect of estate planning, with a focus on minimizing worry and risk. We personalize guidance for the unique concerns and objectives of high-income and high-net-worth individuals and families, including senior corporate executives, owners of privately held businesses, professionals, ranchers, and farmers.
Services
- Estate planning, including preparation of revocable trusts, irrevocable trusts and wills
- Representing both fiduciaries and beneficiaries in contested probate and trust matters
- Tax-efficient wealth transfer
- Business succession planning
- Estate and trust administration, including post-mortem planning
- Closely held business law, including formation, maintenance and disposition of corporations, partnerships and LLCs
- Tax planning and controversies
- Asset protection planning
- Pre- and post-marital agreements
- Charitable planning, including private foundations and public charities
- Planning with retirement assets, life insurance and digital assets
- Structuring gifting programs
- Guardianship and conservatorship administration
- International estate planning
- Business succession and asset protection across generations
- Succession planning with life insurance, retirement benefits and digital assets
- Gift, estate and generation-skipping transfer tax planning
