Estate Planning

estate Estate Planning

LRWB’s Estate Planning and Personal Representation practice serves the needs of not only established individuals and families, but also younger entrepreneurs, executives and professionals who are planning their affairs in anticipation of future success. Our team offers a broad range of services ranging from basic will, trusts, advance health care directives, and durable powers of attorney to more sophisticated strategies. The essence of our approach combines tax and estate planning fundamentals with our solid understanding of how business actually operates, allowing us to focus on both lifetime benefits and planning for death.

Our attorneys have substantial experience planning for family businesses, private companies that may be acquired or go public, and individuals and families with substantial wealth, handling personal matters effectively and discreetly. They are adept at representing clients’ interests, both in the U.S. and abroad, across the full spectrum of estate and family tax planning matters with extensive experience in representing wealthy families in Europe, Asia, and the United States.

Our team regularly develops and implements sophisticated estate plans for clients and their families, with the goal of facilitating the wealth transfer process and minimizing the family’s overall tax burden. Planning includes, where appropriate, elements such as:

 You can download an Estate Planning Checklist to prepare for an upcoming initial estate planning appointment with LRWB:  Estate Planning Checklist – Single or Estate Planning Checklist – Married.

Attorneys in this practice area