Wealth Planning, Trusts & Estates

Our Mitchell Williams Wealth Planning, Trusts, and Estates team of lawyers have sophisticated experience in developing integrated and comprehensive business succession, estate disposition and estate administration plans and expertise utilizing business, corporate and tax law to safeguard family interests and preserve wealth for future generations. In a personalized approach, we work closely with clients to plan and implement creative strategies to help meet their objectives.

We assist individuals, families, businesses and non-profit organizations in all aspects of trust and estate law. Our capabilities include:

  • Strategic estate planning
  • Document preparation and counseling including last wills and testaments, trusts, premarital agreements, power of attorney documents, and all manner of advance health care directives
  • Tax efficient charitable gifting programs to reduce estate and gift taxes
  • Revocable and irrevocable trust agreements
  • Charitable deduction trusts to reduce potential estate and gift taxes
  • Life insurance planning
  • Distributions from assets held in qualified retirement plans
  • Estate Administration/Probate
  • Trust administration
  • Fiduciary services
  • Trust and estate litigation

We often represent executives and principals of closely-held businesses in personal, family tax and financial planning matters. We also handle estate planning, estate and trust administration and transactions involving the transfer of controlling or other significant interests in business entities. Our goal is to provide clients with cost-effective strategies for the protection of their assets, enable them to better manage future risks against lawsuits and to mitigate present and future income and estate tax liabilities. Our services include:

  • Comprehensive estate plans for families
  • Trusts including revocable inter vivos trusts, charitable trusts, irrevocable life insurance trusts, qualified personal residence trusts, installment sales to intentionally defective grantor trusts, generation-skipping trusts, private foundation formation and administration, and family limited partnership formation and administration
  • Life insurance planning and inter vivos wealth transfer programs within the family
  • Integrated planning for owners of closely-held corporations and partnerships
  • Entity structuring, management and equity succession techniques
  • Valuations and tax aspects of business and investment planning
  • Analyzing the effect of all types of taxes on client assets, including gift and estate taxes, the generation skipping transfer tax, and income taxes
  • Inheritance maximization and equalization for successive generations