Whether the focus is upon building, preserving or transferring wealth, we help clients structure their affairs to achieve personal and family objectives – in life and in death.
While our attorneys are able to use sophisticated and innovative techniques to achieve our clients’ goals, we frequently find that relatively straightforward approaches offer better solutions.
Our attorneys consider our clients’ needs, the size of their estate, and their objectives to develop the appropriate estate and gift tax plan. Since many of our entrepreneurial clients’ needs stem from the growth of their businesses, our estate planning engagements typically involve the interdisciplinary involvement of estate, tax, and corporate law services. Should litigation be necessary, our litigation attorneys have significant expertise and experience with trust and estate disputes.
We strive to minimize the impact of estate and income taxes, while assuring the appropriate stewardship of business, investment, and philanthropic assets.
Bob Douglas is our Estate Planning attorney.