Estate, Gift, and Trust Planning

Integrated estate planning considers your goals and plans for the disposition of your assets during life and beyond. This may include control over family assets, the succession of the family business, retirement planning, wealth management, and charitable giving. This helps you minimize estate taxes and ensures that your assets are distributed according to your wishes. Our estate, gift, and trust team can help you and your advisors develop and implement integrated estate planning strategies that are customized to meet your needs and wishes, such as:

Ensure estate planning basics are in place and up to date

Trusts to maximize transfer of assets to future generations and minimize estate tax

Business succession options such as transfer to management team, third party, or charity

Retirement planning for your lifetime and for your heirs

Gift planning through use of annual and lifetime exclusions

Ensure optimal insurance coverage

Tax planning encompassing estate, income and state taxes

Charitable planning to incorporate family values during lifetime and with planned giving

Entity structure planning for family offices and investment assets

Estate, gift and trust tax return preparation and planning