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Estate & Succession Planning

We appreciate the importance of listening to our clients and are dedicated to working with them to develop creative and desirable solutions for their current situation and long-term plans. Our lawyers are knowledgeable and experienced in the area of estate and succession planning and provide the following services:

  • Assist clients in increasing, preserving and transferring wealth
  • Plan for the orderly and efficient succession of family businesses
  • Review and assess minimization of tax and other transfer costs
  • Prepare traditional planning documents (will and trust agreements)
  • Design and implement sophisticated strategies for the tax-efficient passage of wealth to individual and charitable beneficiaries
  • Emphasize the utilization of non-probate transfer arrangements in order to provide the maximum benefits at the most reasonable costs to our clients, their families and other beneficiaries

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