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Estate Planning Attorneys

Careful financial planning is an important part of wealth management. Our Estate planning law team including wills and trusts helps protect your assets and works to ensure the proper distribution of those assets. We guide you through estate plans and various techniques available to secure the benefits and protections needed for the preservation of family wealth and the passing of business interests to successive generations.

We also coordinate your interests with other professional advisors. We work with the nation’s foremost institutional trust departments and money managers to make sure your family and charitable planning objectives are achieved.

Our estate attorneys will analyze family objectives for a multigenerational period, with a goal to ensure that family and business assets are not unduly burdened by unnecessary impediments to meeting the objectives of the individual or family.

We provide legal services in estate and trust administration, advising fiduciaries and beneficiaries as to the federal tax issues often confronting trusts and estates. We also assist with the proper management and distribution of trust and estate assets, and the formation and administration of charitable trusts and foundations.

Haile Shaw & Pfaffenberger – When Legal Matters.

ENCOMPASSES:

  • Estate Planning
  • Wills and Trusts
  • Estate / Trust Administration
  • Guardianship
  • Business Succession Planning
  • Charitable Planning and Private Foundations
  • Wealth Preservation
  • Advice Regarding Management and Distribution of Trust and Estate Assets
  • Pre- and Post-Mortem Transfer Tax Planning
  • Federal Tax Advice for Estate and Gift Planning

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