Personal & Business Wealth Preservation
Estate Planning and Administration
The firm serves individuals with estates of all sizes, being particularly sensitive to the special planning needs of the principals of the closely-held businesses that we represent. The shared goal with our clients is to create and preserve value with minimal tax cost.

Business Succession Planning
While estate planning may avoid or minimize tax consequences, it will not necessarily secure the continuity of a business after the death of an owner or key principal. Accordingly, we work with our clients to implement techniques to ensure that control of a company is passed along to appropriate parties. Since many of the closely-held businesses that we represent are family owned, the succession planning includes special attention in relation to the family business operation, the family and the business owners.

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Attorneys to contact:
Henry J. Donner
William A. Denmark
Joel S. Luber