Our Expertise
Estate Planning and Administration
Good estate plans are certainly about planning, but they are even more about people and their aspirations. While the basic tools of estate planning may be learned in few years of practice, the elements of a good estate plan are built not just with legal tools but with a feeling for people, families and interpersonal relationships. A good estate plan is also enhanced by wisdom achieved working with those who have come to understand the possibilities and responsibilities that wealth and success can bring.
SCMV Estate Planning and Administration attorneys work primarily with high-net-worth individuals and families, including those with closely held businesses, creating ways to manage their assets to benefit charities; to protect the interests of family members and heirs; to address gift and estate tax issues; and to translate their aspirations into a legally sound and sustainable plan. Among the services we provide are:
- wills and revocable living trusts
- specialized irrevocable trusts such as life insurance, gift and charitable trusts
- family limited partnerships and limited liability corporations
- private foundations and public charities
The complexities of taxation and business planning go hand-in-hand with estate planning, and we work as needed with those specialists within the firm to enhance our mission. That benefits clients through reduced estate tax exposure and the orderly administration of our clients’ trusts and probate documents.
The SCMV Estate Planning and Administration Practice:
Wisdom . . . beyond the letter of the law.