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Estate Planning & Wealth Transfer

There is no area of law where trust and confidence in your attorney matter more than estate planning and business succession. Our accomplished attorneys provide the knowledge, understanding, and integrity you require.

Estate Planning & Wealth Transfer

We advise high-net-worth individuals, couples, families, and their fiduciaries on the protection and management of assets, and we help provide the long-term security that enables our clients to focus on other personal and professional goals.

The most important service we provide is peace of mind.

Many of our clients are business owners or entrepreneurs who have worked hard all their lives. They have either already realized significant wealth or stand to do so upon a future acquisition or sale. They want to keep as much as possible out of their estate for tax purposes. At Much, we regularly employ sophisticated gift and estate tax planning strategies to minimize or eliminate estate taxes – thereby preserving millions of dollars in value for our clients.

  • Estate tax planning and reduction
  • Contested and uncontested estate and trust administration
  • Formation, administration, and governance of exempt organizations
  • Contested estates and trusts

Trending & Horizon Issues

Give us a call to discuss what’s around the bend:

  • Looming reduction for the estate and gift tax exemption: Individuals are currently subject to a $12.06 million lifetime federal estate and gift tax exemption. However, barring congressional action, that amount will be indexed for inflation in each future year but reduced by 50%. (This could possibly happen sooner if the current administration is successful with its pledge to significantly reduce the exemption.) There may be steps you can take to prepare for a potential change or to lock in the current exemption.
  • The “greatest wealth transfer” in history: As baby boomers retire over the next two decades, this segment of the population is projected to transfer up to $30 trillion in wealth to subsequent generations. How will tax and estate laws factor into this scenario? What will the younger generations do with the money, and will they be sufficiently prepared to handle it? Much is available to help you and them.
  • The gift of self-reliance: Alternatively, some wealthy baby boomers and Generation Xers have publicly stated they will not be leaving all of their vast wealth to their children, as they want them to experience the gift of self-reliance and self-determination. If this notion appeals to you, there are a number of ways to structure your affairs to make certain that younger generations are incentivized to work while staying protected. We can help you strike a proper balance.

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