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Estate & Asset Planning

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Estate & Asset Preservation Planning

As part of the planning practice, our Attorneys counsel clients about the impact of federal and state taxes on the transfer of property during life or upon death and assist clients in transferring their accumulated wealth to their intended beneficiaries at the lowest tax cost, which includes income, estate, gift and generation-skipping transfer tax planning. Attorneys prepare wills, trust agreements, powers of attorney, "living wills," partnership agreements, and prenuptial and post-nuptial agreements. Our Attorneys provide guidance to clients on the use of charitable gifts, lifetime gifts, and life insurance to accomplish their estate planning goals.

Our Attorneys also assist clients in the formation of corporations, both for profit and not-for-profit, and represents not-for-profit corporations in securing recognition of exemption from federal income tax. As part of the estate planning process, our Attorneys regularly provide services to closely held businesses, which often are clients' most significant assets. Our Attorneys provide guidance on draft agreements to provide for continuity of control of family business including buy-sell agreements, employment agreements, and stock redemption agreements. As part of the asset preservation planning process, our Attorneys determine the solvency, evaluate the liability insurance coverage; and implement asset preservation planning techniques for the benefit of the client. Attorneys also coordinate with other professionals involved in the estate and asset preservation planning process, including accountants, life insurance professionals, financial planners, and corporate trust departments.

Our Estate & Asset Planning Legal Team

Robert E. Feiger, Joy H. Phillips, John Sokatch

Robert E. Feiger

Robert E. Feiger

Attorney at Law
Joy H. Phillips

Joy H. Phillips

Attorney at Law
John Sokatch

John Sokatch

Attorney at Law

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