Private Client and Wealth Preservation
Lifting the burden from your shoulders
Our attorneys counsel individuals, families and business owners on estate and tax strategies to preserve wealth including:
- Estate planning and administration
- Wills, trusts and directives
- Conflict resolution and litigation
Private Clients and Wealth Preservation News and Events
IL CPA Society Presentation – Succession Planning
Understand best practices for planning for the transition of a business through sale or transfer to the next generation, including how to most effectively deal with family members in and out of the business. Learn more about buy-sell agreements, valuation issues, and estate tax planning as they affect succession planning.
Part 4 on January 30, 2019 is presented by Natalie M. Perry “Drafting Estate Planning Documents”. Wills, Revocable Living Trusts, and Powers of Attorney; Selection of Fiduciaries; Discretionary Standards; Trustee Powers; Tax Planning; and Other Drafting Considerations.