Whatever amount of wealth you have generated over the course of your life, we feel confident in predicting that you have worked hard for it. If you recognize the value in creating a proactive strategy which goes beyond the typical objectives of estate planning to the preservation of wealth for yourself and your family, you need an attorney who works as hard as you do.
Each plan we create starts with a blank canvas. With that starting point, we will develop a fresh, original approach to preserving and protecting what you have earned. That may involve conventional planning tools like a will or revocable living trust, but it could also include the creation of business entities or partnership interests, succession planning techniques, irrevocable trusts, life insurance, life insurance trusts, retained interest or qualified personal residence trusts, charitable giving and/or trusts, dynasty trusts, or even the structuring or re-structuring of asset ownership or retirement plans. We will work together with you, and where appropriate your other professional advisors, to create an overall plan to minimize the threats, whether in the form of income, capital gains or transfer taxes, lawsuits or creditors, imprudent beneficiaries, the effects of governmental regulations, or otherwise.