Estate & Business Succession Planning

We offer comprehensive estate planning services, ranging from the preparation of basic estate planning documents like wills and health care directives, to utilizing sophisticated estate planning techniques, including asset protection strategies, to minimize taxes, protect assets, and pass the maximum amount of wealth down to the next generation.

We also counsel the closely-held business owner on all aspects of the transition of their business to either family members or third parties upon their retirement or death, and structure the transition to best meet each client’s personal needs while minimizing their tax and other financial consequences.

Estate Planning and Business Succession Planning Services include:

  • Preparation of wills, living trusts, powers of attorney and health care directives
  • Utilizing sophisticated estate planning techniques, such as family limited partnerships, irrevocable gift trusts and estate “freeze” techniques
  • Asset protection planning
  • Assisting the closely held business owner with structuring the transition of the business to family members or unrelated persons, including lifetime and death transfer techniques