Estate, Trust and Wealth Planning and Administration
Secure Your Legacy, Protect Your Wealth, Plan for Tomorrow
Our attorneys’ primary focus is to help our clients achieve their estate and wealth planning goals and prepare the legal documents required to implement their objectives. From an initial discussion through the estate’s conclusion, Brenner Kaprosy Mitchell, L.L.P.’s priority is to ensure our clients’ wishes are honored and executed thoughtfully and promptly. An estate plan may be as simple as the preparation of a will or involve complex trusts and estate tax reduction vehicles. Every client is unique and therefore, we customize the estate plan to each client’s needs and preferences.
Estate, Trust and Wealth Planning and Administration Services
Estate planning incorporates more than planning the disposition of a person’s assets at death, it encompasses lifetime gifting, planning for incapacity and ensuring that minor children will continue to be provided for in the event of their parents’ death. We help our clients plan to prepare for every scenario and milestone along their journey such as sending their children to college, opening their own businesses, and investing towards retirement.
Comprehensive Estate Planning
We work with clients to create a detailed strategy that outlines how their assets and personal wishes will be handled during their lifetime and after their death, often including the preparation of wills, health care directives, financial powers of attorney, simple or complex Trusts, etc., as needed.
Business Succession Planning
We provide our legal expertise, personalized advice, and a structured approach to help businesses navigate the complexities of succession planning, making sure the client’s corporate and personal legal documents are aligned, with the goal of a smooth transition and protecting the business's future.
Estate, Gift and GST Taxation
Our team assists clients in navigating the complexities of estate, gift, and GST taxes by providing expert advice, developing effective tax minimization strategies, ensuring legal compliance, and tailoring your estate plan to your unique needs.
Probate and Trust Administration
We assist your loved ones with the probate estate or trust administration legal process after you pass away.
Charitable Giving
Our team helps clients create a plan that maximizes the impact of their charitable giving, while optimizing tax benefits and aligning those gifts with their estate planning goals.
Guardianships
We take time to understand your unique situation and guide you through every step of the guardianship process—from petitioning the court to ongoing legal compliance.