Estate Structuring

HOW YOU ORGANIZE YOUR LIFE MATTERS.

You’ve heard someone say it: “It won’t matter what happens, because I won’t be here.” But you know that’s not true. You want to leave your legacy as a strong message of your affection and care for those important people you leave. You’ve worked this hard to support and provide for those you love.

We work with our clients to design their estates in a way that provides that support. First, we lead those important but difficult discussions that examine purpose and plan, and then we work with the client to examine assets and resources. Finally, we work alongside our client’s trusted financial, legal, and tax professionals to create the plan the client wants to see put in place, or we help to find the best professionals to staff the client’s team. In some situations, we continue to work with the client to implement the plan.

Projects we’ve worked on include:

Formation of family foundation and donor advised funds
Agent of executor during probate and estate administration
Transfer of assets into family trusts
Organization and restructuring of family business assets
Organization and guidance of family board of directors
Trustee training and assistance