Safeguarding Your Legacy
We help clients protect assets and plan for the future through tailored wills, trusts, and related instruments. Our planning integrates family priorities with business succession goals, especially when assets or beneficiaries are located across borders.
Our attorneys’ experience includes advising:
- Providing guidance in estate planning clinics on questions relating to wills, medical powers of attorney, statutory durable powers of attorney, HIPAA releases, and advance directives.
- Preparing essential estate planning documents for clinic participants, tailored to address individual needs in accordance with applicable law.
- Assisting clients with document execution during clinics to help ensure that estate planning instruments are properly completed, signed, and witnessed.
Why Estate Planning Matters
Without a well-structured plan, asset transfers can be delayed, taxed heavily, or contested.
- Tax efficiency: Proper structuring can minimize estate and inheritance taxes.
- Business continuity: Succession planning ensures smooth transitions.
- Cross-border complexity: Multiple legal systems may claim jurisdiction over assets.
Our Approach
We tailor estate plans to each client’s needs, coordinating with foreign counsel when necessary. Our services include:
- Drafting wills, trusts, and powers of attorney.
- Structuring business succession plans.
- Advising on cross-border estate and tax implications.
- Coordinating probate and trust administration.
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