Our dedicated staff has expert knowledge working with estates and trusts. From estate planning for young families to final estate resolution, we work collaboratively with other qualified professional advisors to ensure our clients effectively plan for spouses, families, heirs, and business partners.
Effective estate planning is much more than having a will, and our experience comes from countless client situations in a broad variety of areas, including:
Business succession planning, including ownership and management succession
Gifting
Ensuring parental directives
Estate tax minimization
Insulating inherited assets from creditors
Exempt asset protection
Residual estate preservation
Legacy planning
Tax-effective retirement planning
Special needs asset and entitlement protection
Disability planning
Integration of insurance in estate planning
Once an estate is created, our focus turns from planning to compliance and preserving the original estate plan. State and federal estate tax laws are complicated and change regularly. Additionally, large estates can be targets for a variety of parties to stake their claim. We work closely with heirs, attorneys, and other professional advisors to ensure tax compliance, effective tax planning, and help secure the intentions drawn up in one’s estate plan.
While the core estate and trust collaborative services are estate planning prior to death and estate resolution after death, there are several related service areas that our Estate Planning team handles on a regular basis, including:
Probate and trustee services
Date of death valuation
Elder care
Beneficiary designations
Pre-nuptial agreements
Family financial planning
Partner Andy Komisar heads up our Estate and Trust Collaborative Services Group, with over 20 years of experience with estates of all sizes. Andy and his team understand the importance of effective estate planning and compliance and work to help everyone involved understand and make informed decisions in the planning process. When involved with settling an estate, our advisors work tirelessly to educate successor business owners and heirs what to expect in the settlement process to keep them properly informed.
