Our planning lawyers assist individual, business owners, professionals, seniors and executives with estate, tax, and business law issues.
Wills, revocable trusts, irrevocable life insurance, gift trusts, charitable trusts, family limited partnerships, marital property agreements and powers of attorney are a few of the planning tools our attorneys may use to create a customized estate plan. When planning for clients with closely held businesses, we provide income tax planning, liability protection, ownership and management succession, compensation plans, and other matters.
In addition, we assist our business start-up clients with entity formation, including but not limited to, the preparation of organizational documents, buy-sell and other transfer restriction agreements, employment and non-compete agreements, and many other business agreements.
Our planning attorneys often speak publicly to various groups, including financial professionals, business groups, and the general public.
Wills & Trusts
Our Estate Planning approach goes beyond asset distribution and includes a health care directive and a durable power of attorney. This comprehensive estate planning approach provides our clients with the comfort that their wishes will be respected. We also routinely handle complex estate and succession planning issues.
Our attorneys are familiar with complex estate planning tools such as:
- GRUTS/GRATS/QPRTS
- Family Foundations
- Charitable Trusts
- Life Insurance Trusts
- Revocable Planning
- Family LLC Entities
