WILLS, TRUSTS & ESTATE PLANNING Click Here for Attorney Links
Fox, Wackeen, Dungey advises clients of widely divergent affluence who require assistance in the increasingly complex area of estate planning. It is the purpose of our estate planning attorneys to provide clients with proper management of financial and personal matters during periods of disability, to protect assets against unintended claims, to preserve wealth by minimizing expenses and taxes, and to distribute gifts to intended beneficiaries in the most appropriate manner.
The firm offers services in all aspects of estate planning, including:
- Preparation of wills, trusts and other documents for estate and gift dispositive planning, including the use of innovative structures
- Estate, gift and generation-skipping transfer tax analysis and planning
- Structuring asset ownership to avoid probate
- Insurance analysis and planning
- Lifetime and testamentary charitable giving
- Specialized assistance for professionals and professional associations
- Techniques for owners of closely-held businesses, including estate freezing, management control, and succession planning