Estate and Wealth Transfer Planning


Gregory Shelley

Top Ranked in Trusts and Estates Law and in Trusts and Estates Litigation by U.S. News Media Group and Best Lawyers®.

One of the most difficult, yet most important, decisions many people will make is how to pass on the fruits of personal and business success to the next generation. Our attorneys are sensitive to the interpersonal as well as the legal issues involved in these decisions.

There’s a common misconception that only the wealthy need a will. Especially with today’s complex relationships and blended families, a will is essential to ensure that wishes are carried out and to help avoid the expense and hassle of litigation. In addition, even people of moderate means can save significantly on estate taxes by planning ahead. Our estate planning and administration services include the following:

  • Drawing of wills and trusts
  • Implementing gifting strategies through the use of trusts and family entities
  • Implementing charitable gifting strategies
  • Administration of estates
  • Handling will contests and similar litigation

We utilize sophisticated analytical and taxation software that helps us efficiently compare alternatives and weigh tax ramifications. Through our cutting-edge use of technology, we can help clients digest complex financial data and create planning models to assist in making good decisions. Especially with a family-owned business, succession planning is essential to avoid having to sell the operation to pay estate taxes, and to minimize disruption of operations.

With our experience, office automation, specialized software and trained legal assistants, we can be very cost-efficient. Estate and business succession planning is a small investment that can really pay off for heirs and successors.


Estate and Wealth Transfer Planning PDF

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