Make sure your nest egg doesn’t crack.

Estate and Business Succession

Overview

At Gutwein Law, we believe estate planning is essential for anyone who wants to protect their family, secure their assets, and leave a lasting legacy. Whether you're building your wealth, planning for retirement, caring for aging parents, or managing a family business, our attorneys provide clear, thoughtful, and customized guidance for every stage of life.

Areas of Focus

Practice Areas
Capabilities

Successes

Estate Planning

Represented a client with a taxable estate in contributing leveraged business ventures to a dynasty trust for future generations to promote estate tax free growth of ventures held in trust.
Estate and Business Succession

Estate Planning

Represented business owner in creating a private foundation through their estate plan to be managed by descendants as a legacy for one of the client’s deceased children.
Estate and Business Succession

Estate Planning

Represented business owner with a taxable estate in the creation of a dynasty trust structured to prioritize funding the educational and medical needs of descendants while promoting charitable giving from the wealth created with the trust.
Estate and Business Succession

Estate Planning

Represented a client with a taxable estate in the creation of a defective grantor trust. Facilitated a sale of the client’s real estate holdings to the trust to remove assets from the client’s estate while ensuring the client retained installment payments from the sale for living expenses and future business ventures.
Estate and Business Succession

The Estate and Business Succession Team

Andrew S Gutwein portrait

Andrew S. Gutwein

Estate and Business Succession

Jeanne E Longsworth portrait

Jeanne E. Longsworth

Estate and Business Succession

Eric A Koch portrait

Eric A. Koch

Of Counsel

John H Goth portrait

John H. Goth

Of Counsel

Sean M Farrell portrait

Sean M. Farrell

Of Counsel

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