We advise high-net-worth individuals, couples, families, and their fiduciaries on the protection and management of assets, and we help provide the long-term security that enables our clients to focus on other personal and professional goals.
The most important service we provide is peace of mind.
Many of our clients are business owners or entrepreneurs who have worked hard all their lives. They have either already realized significant wealth or stand to do so upon a future acquisition or sale. They want to keep as much as possible out of their estate for tax purposes. At Much, we regularly employ sophisticated gift and estate tax planning strategies to minimize or eliminate estate taxes – thereby preserving millions of dollars in value for our clients.
After a death, clients trust us to meticulously carry out the estate plans in place. This includes helping surviving family members or corporate fiduciaries, such as banks and trusts, wade through the tangle of financial obligations they face. We also work effectively with appraisers to secure asset valuations for tax purposes and with accountants to make sure beneficial tax elections are made and all assets are considered. Whether it is a simple probate matter of gathering assets or a more complicated situation where disputes arise, we are hired to guide clients through all legal aspects of the estate administration and probate process. With us on your side during this difficult time, even the most complicated estates become manageable.
Business succession services in a full-service context.
Clients who come to us for strategic business succession planning appreciate our attention to both family history and hierarchy, as well as the aspirations of younger generations. We regularly assist clients with corporate issues such as formation and structure, acquisitions and divestitures, insurance matters, and any other legal “blocking and tackling” they need us to take on. Our team also works extensively on exempt organization matters for public charities, private foundations, and other nonprofit organizations.
Your personal business is personal to us.
Perhaps more than any other attorney-client relationship, estate planning in the context of business succession is an intimate and personal practice. Our clients are often dealing with two of the most emotionally challenging subjects: family and money. We put ourselves in our clients’ shoes so that when we present a strategy, we do so with empathy and perspective.
More Legal and Business Bylines From Estate Planning & Wealth Transfer at Much
