Case Studies
tailored approach
Building Lasting Relationships
For over 35 years, we have served as trust and estates counsel to four generations of a family. As trusted advisers, we provide not only legal services, but act as the estate administrator and trustees for various trusts. We have developed strategies to minimize tax exposure and maximize the overall succession of wealth for each generation.
Challenge
We have served as trust and estates counsel to four generations of a family. Our client needed a firm that could assist them in their long-term needs and protect their assets over generations. For over 35 years, we have been trusted partners, providing not only legal services, but acting as estate administrator and trustee.
Solution
Our attorneys advise on both day-to-day issues and long-term succession planning. We guide the family through changes in the tax laws, utilizing exemptions and developing strategies to minimize tax exposure. To maximize the overall succession of wealth for each generation, our legacy planning includes establishing qualified personal residence, generation skipping and insurance trusts. We implement best practices for asset protection and advise on tax considerations for business formation.
