Estate and Gift Planning

The broad experience of our Wealth and Succession Planning attorneys allows us to provide integrated and comprehensive business succession, wealth transfer, estate planning and estate administration, utilizing our knowledge in business, trust and estate and tax law. 

We assist families in developing estate plans that protect assets and ensure their orderly distribution in accordance with our client’s wishes, while minimizing tax consequences. We advise individuals and families concerning estate and gift tax planning, the disposition of assets at death, protection and transfer of wealth during life and at death, and the management and preservation of assets upon incapacity or death. We structure custom estate plans to take into account each client’s individual needs and objectives. We emphasize working cooperatively with the client’s existing team of other professionals, including accountants, life insurance representatives, financial planners and investment advisers to achieve the client’s objectives.

We assist clients having taxable estates with lifetime transfer planning through the use of life irrevocable trusts, family limited partnerships and other tax-favored means. Estate planning tools such as durable powers of attorney, revocable trusts, prenuptial and post marital agreements and supplemental needs trusts for Medicaid qualification assist our clients in maintaining family assets and business operations. We also do incapacity planning and asset protection. We assist clients with their philanthropic objectives through the use of endowments, charitable trusts, private foundations, donor advised funds, public charities and conservation easements.  Our clients include business owners, third generation inheritors, sports figures, real estate developers, ranchers, oil and gas business owners, C-level executives and retirees.

For information on other aspects of our Wealth and Succession Planning practice, please see Estate and Trust Administration, Estate and Trust Litigation, Family Business Succession Planning and Philanthropy, Private Foundations and Charitable Organizations.