Wealth Management

› Estate Planning and Probate
› Wills and Trusts
› Tax Planning
› Charitable Gifts

We provide advice regarding wealth transfer strategies and charitable giving. Over the years, our attorneys have created a variety of techniques to meet the unique estate planning objectives of high net worth individuals.

Estate Planning and Probate

We assist our clients with the preparation of wills and trusts, powers of attorney, life insurance allocations and strategic planning for retirement benefits. We also offer estate and trust administration, including valuing and probating estate assets, preparation of estate tax returns and post-mortem tax planning.

Wills and Trusts

We work with our clients to identify their individual estate planning needs and will draft all manner of estate-related documents, including:

• Simple and complex wills and trusts
  
• Living wills and advanced health care directives
  
• Revocable and irrevocable trusts
  
• Family/individual business arrangements
  
• Guardianship/conservatorships
  
• Powers of attorney
  
• Charitable trusts
  
• Family limited partnerships
  
• Dynasty/Generation-Skipping Trusts

Tax Planning

We advise our high net worth individuals, private businesses, and financial institutions on tax planning, including tax implications of estate plans, business structures and investments.  We also represent clients confronted with estate and trust tax disputes with the Internal Revenue Service and state taxing authorities.

Charitable Gifts

We assist our clients with charitable and lifetime gift planning, including preparation of charitable remainder and charitable lead trusts and formation of private foundations, including advice regarding tax qualification, foundation operations and supporting organizations.

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Attorneys with Expertise

› Ralph Scheuer