Our Estate and Succession Planning area is dedicated to helping our clients build enduring legacies, ensuring their assets are preserved and effectively and harmoniously transferred to future generations.
The services provided by our specialized team include:
Detailed evaluation of assets and obligations to develop a clear understanding of the client’s estate situation.
Creation of legal structures, such as family holdings, that provide efficient management and asset protection.
Guidance in drafting wills and making gifts, respecting the client’s wishes while leveraging available tax benefits.
Development of strategies to minimize the tax impact on asset transfer.