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Estate and Succession Planning

The attorneys in Calfeeā€™s Estate and Succession Planning group help people make some of the most important decisions of their lives. From the owner of a family business dealing with corporate succession issues, to a CEO planning for retirement, to a couple handling their sometimes competing responsibilities for children and parents, we assist our clients in developing and implementing comprehensive estate plans that carefully balance personal goals with tax and administrative concerns. We also provide comprehensive probate and trust administration, litigation services and asset protection planning counsel.

Our representation always begins with a thorough analysis of your unique needs and goals. Innovative and sophisticated techniques ensure that the needs and goals are achieved in a way that makes personal and economic sense. We design estate plans that achieve maximum tax reduction, but recognize that it is only one of many considerations. The key is striking an appropriate balance. It is always our goal to help articulate and achieve what is most important to our clients.

 

 

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