We have created proprietary systems to aid in preparing sophisticated estate planning strategies and documents, especially customized trust agreements. We work closely with clients, their accountants and advisors to develop and enhance business, succession and retirement plans for medium to high net-worth individuals, including closely-held business owners. We also represent families in achieving their own succession planning goals.
We assist clients in opening, administering, and closing probate estates so that the process is not overly burdensome. Additionally, our firm prepares all necessary state and federal tax returns related to estate or trust administration. Advice is also provided for planning situations involving Insurance, Special Needs, Delaware and Asset Protection Trusts. We have extensive experience in preparing and addressing the following:
Please call us at (847) 466-5280 for more information.