areas of expertise

Estate Planning

• Estate Structure
• Estate Transfer Procedures
• Property Management Plan
• IRA and Pension Asset Distribution
• Lifetime Gifting
• Gift, Trust, and Estate Tax Returns

Business Succession Planning

• Long-Term Ownership and Management
• Ownership Transfer
• Change in Control
• Funding the Buy-Sell Agreement
  

Non-Qualified Benefit Plans

• Deferred Compensation Plans
• Phantom Stock/EBITDA Plans
• Funding the Payout

Our estate planning and business succession group assists clients with preparing, developing, and executing plans to ensure their future financial security. We understand that it takes time and effort to build an estate, business, or retirement income program, and we help to make sure that our clients can enjoy the results of their hard work.

We work with our clients and their other advisers to develop comprehensive plans that will achieve their financial objectives. Our specialists stay on top of the changes in tax law and work with clients to modify financial plans when these changes occur.