Our experienced estate planning lawyers assist our business clients in planning and executing transfers of ownership and control of their enterprises and holdings. We regularly employ strategies such as restrictive shareholder and partnership agreements, reorganizations of corporations, and limited liability companies (LLCs). To help achieve tax savings, we offer advice on establishing trusts for the benefit of family members that range from the simple to the complex and the many forms of charitable giving that may reduce tax liabilities. We also represent clients in interpreting wills and trusts, as well as resolving related disputes and litigation.
Estate planning is an important part of life, regardless of your age, estate size or family situation. Without a carefully reasoned estate plan, your assets will be distributed according to state law through the probate process. The results may or may not be what you intended, and they may or may not be in the actual best interest of your family. While it is an not an easy topic, it is still vitally important for you and your family to engage in proper estate planning.
There are three distinct aspects to federal wealth transfer taxes that comprise what is called the Unified Transfer Tax: Estate Taxes, Gift Taxes, and Generation-Skipping Transfer Taxes. Legal planning to avoid or minimize these transfer taxes is both a prudent and an important aspect of comprehensive estate planning. Our experts will help you navigate this planning and ensure the correct path forward.
We are also experts at asset protection planning- which involves making prudent decisions today to protect yourself, your business, and your hard-earned assets from loss due to lawsuits, creditors or bankruptcies. This type of legal planning is especially prudent for professionals and business owners, whose personal assets could be at risk due the nature of their employment.

What does estate planning entail?

One of the most important steps in arranging your personal items and familial privileges is estate planning. Estate planning is the process of organizing and arranging for the management and distribution of a person’s assets and property after their death.

Your estate includes your will, stocks and other financial investments. It also includes healthcare power of attorney, beneficiaries, and anything else dealing with you and your possessions. Your estate may also include any debts or liabilities you have. Ensuring the professional and detailed management of such issues is highly important for you, your family, and sometimes your business’s safety.

Our team can ensure your assets are properly organized. We have over 20 years of collective experience in providing personalized estate planning and asset protection services to our clients nationwide.

How does Trust Law handle estate planning?

Our lawyers specialize in advising and guiding you and your family through this pivotal endeavor. We work with business professionals and business owners to protect their estate and strategize the transition of included assets. Our firm takes pride in helping you preserve and grow your assets over multiple generations.

We aspire to give everyday people a customized strategy perfectly tailored to their needs. Thus, our approach is designed to allow our clients to face the future with confidence and peace of mind.

Here at Trust Law, we offer guidance to help our clients minimize probate and filing costs and simplify the legacy planning process for their families. We prepare comprehensive planning packages to manage and protect our clients’ assets for the benefit of family members and other beneficiaries.