Estate Planning
Created an intentionally defective grantor trust for client with taxable estate. Facilitated a seed gift and sale of the client’s private business interests to the trust to remove future growth of assets from the client’s estate.
Estate Planning
Overview
An effective estate plan does more than distribute assets – it avoids conflict, protects your loved ones, and gives you peace of mind. Without a plan in place, your estate may be subject to delays, disputes, or unintended outcomes.
We work with individuals, families, business owners, and fiduciaries to design and implement estate plans tailored to their goals, assets, and values.
Whether you need to create your first estate plan or update an existing one, we’re here to guide you every step of the way with compassion and precision.
Services
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We draft wills, revocable living trusts, and other foundational estate planning documents to ensure your wishes are honored and your loved ones are protected.
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We prepare durable powers of attorney and health care directives so trusted individuals can act on your behalf if you're unable to make decisions for yourself.
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We help clients safeguard assets from unnecessary taxes, creditors, or litigation through the strategic use of trusts, business entities, ILITs, SLATs, and other planning tools.
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We advise clients on minimizing state and federal transfer taxes and maximizing lifetime gifting strategies in accordance with the current tax laws.
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We help parents designate guardians, structure inheritance plans that protect minors, and establish trusts that provide for education, milestones, and life events.
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We counsel closely held business owners on how to transition leadership, ownership, and equity in ways that support family harmony and business continuity.
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We design charitable trusts, foundations, and giving strategies that reflect your values while maximizing tax benefits and community impact.
Successes
Estate Planning
Created a private foundation for client to allow more flexibility in achieving charitable intentions and to create a legacy of giving among the client’s children.
Estate Planning
Developed dynasty trust for client and worked with client to contribute private business interests at a discounted value to reduce estate tax exposure and promote growth outside of taxable estate.
The Estate Planning Team
Sean M. Farrell
Attorney
John H. Goth
Attorney
Andrew S. Gutwein
Attorney
