Our Succession & Estate planning practice is a comprehensive process. We analyze the client’s asset composition and then identify the problem areas. Recommendations are not made until we have an opportunity to thoroughly examine all the potential issues that our clients may face. We then educate our clients to ensure that the recommended strategy is understood before execution.
We strive to provide the simplest yet effective solutions under each of our clients’ unique circumstances. These solutions often may include, living trusts, financial power of attorneys, advanced health directives, irrevocable life insurance trusts, foreign grantor trusts, and other advanced trusts. For business owners, we also assist in exit and succession planning as part of the process, which may include restructuring the entities, designing buy-sell arrangements, planning for key employee retention, or representing our clients in the buy-out of the business interests.