If you own a private or family business, succession planning is an important part of estate planning. Our team of wealth and succession planning lawyers have experience assisting families and family businesses in matters involving estate and family wealth planning, planning for succession, asset protection, and charitable trusts.
Often wealth and succession planning involves many different areas of law, including employment law, corporate commercial law, real estate law, as well as wills and estate planning. Our team of knowledgeable lawyers can help you navigate the complexities of succession planning, and ensure that your legacy is preserved.
Our lawyers can collaborate with your accountant and investment advisors, or provide referrals for these services, to ensure the transfer of assets is done in a way to avoid both future litigation and unnecessary taxes and fees. We take the time to listen to your unique situation, and craft a strategy that meets your goals and objectives in a cost effective manner.
We can help you look at both the personal and business side of each issue. We can navigate complex scenarios with comprehensive planning services, including the following:
- Incapacity planning
- Structuring charitable trusts and gifts
- Asset planning
- Transferring of wealth
- Fiduciary income considerations
We also have Estate Administration and Estate Litigation practice groups, where we can assist with issues surrounding probate, family disputes, and challenges to wills.