Estate Planning Strategies

EVW develops estate planning strategies, advises individuals and implements planning for the succession of their assets in ways that reduce taxes and simplify the management of property at death or upon disability.

Our engagements range from young couples whose primary goal is to name guardians and trustees for their young children, to entrepreneurs and business owners, to those in or nearing retirement. We have maintained many of our client relationships over decades because we believe in an individualized approach, taking the time to listen and understand clients, and delivering advice based upon the unique needs, circumstances and beliefs of each person. While assisting clients in achieving their personal succession goals, we closely follow the changing tax laws in order to reduce the impact of gift, estate and income taxes to the fullest extent possible.

EVW’s  succession lawyers have extensive experience in dealing with a wide variety of issues, including using gifts to irrevocable trusts and outright gifts to reduce state estate taxes, supplemental needs trusts for the financial protection of disabled children, planning for business succession and inter-generational transfers, incorporating retirement accounts and life insurance into succession planning, and structuring charitable giving. We also counsel clients on the gift and estate planning issues that arise in regard to U.S. citizens with non-citizen spouses, resident foreign nationals, and non-resident foreign nationals owning or controlling assets in the U.S. In addition, we provide advice to clients in planning for health care needs and preparing for possible disability through the use of living wills, health care proxies and powers of attorney.

Contact us today to set up a consultation.

Other Trusts & Estates Practice Areas