Estate Planning & Asset Protection

Practice Description

Since our founding, estate planning has been one of our primary areas of practice. We customize estate plans that fit our clients perfectly – preserving wealth, minimizing taxes, and ensuring a secure financial future. There are many key decisions to be made. Our attorneys help clients navigate the issues, including individual estate management, wealth transfers, and business succession plans.

In terms of asset protection, it's important to identify risks to all your assets and plan ahead to safeguard them. We guide clients through it and help reduce the tax burden, including estate, inheritance and gift tax, fiduciary income, and individual tax.

We also help clients establish charitable foundations to carry out their philanthropic wishes. What’s more, we often advise charitable organizations regarding their general legal needs, including corporate, trust, real estate, and contract matters. We are well-versed in advising tax-exempt entities on all aspects of federal and state law.

Practice Areas

All Practice Areas

© Scarborough McNeese Oelke & Kilkenny, PC