WEALTH & SUCCESSION PLANNING

Our wealth and succession planning attorneys know that feeling comfortable with your attorney is especially important for our individual clients. We value the long-term relationships we establish with our clients, which are built on trust, experience and sensitivity.

  • Structured sale of $65 million of LLC interests to an intentionally defective grantor trust
  • Consulted in $3 million dispute between individual and corporate fiduciary
  • Analyzed the suitability of the Delaware trust to hold real estate outside Delaware valued at $45 million
  • Developed "escrow" solution for trustee holding high concentration of one publicly traded stock valued at $31 million where beneficiaries fiercely opposed diversification.
  • Structured the special needs trusts for individuals with personal injury awards and other settlements, and advise corporate trustees in these issues, including how to set up profitable operations managing such trusts