We take our role as trusted advisors to our clients, and as community members, seriously. We are following the recommendations of local, state, and federal government officials, and to the extent possible have all non-essential staff working remotely. We have done this to not only keep our clients, employees, families, and community safe, but to ensure that we remain available to continue to serve our clients and meet the legal needs of our community during this time. Please feel to call or email us-we are here to help.
Our estate planning practice is closely associated with our representation of family businesses. We assist our clients in everything from preparing simple wills to business succession planning. We find that throughout the lifecycle of a business, opportunities exist to involve younger generations to provide a smooth transition in control and the associated wealth transfer. Where applicable and appropriate, we evaluate company expansions and changes not just from the perspective of the business, but of its owners and their long-term estate planning goals. Every client’s goals and needs differ – so the tools used are custom tailored to the client. The Firm has attorneys who are experienced in the areas of Estate, Gift and Generation-Skipping Transfer Tax, Income Tax, Property Tax, Sales and Use Tax. All of these issues are considered in the context of an estate plan to preserve family wealth while carrying out the client’s estate planning goals. Among the many tools that can be brought to bear are: