High net worth individuals, entrepreneurs and their families often encounter situations that require sophisticated estate and succession planning. At Munsch Hart, our goal is to preserve business and investment assets for owners and their heirs by integrating custom estate plans into their overall personal and professional objectives. Throughout the plan development process, our attorneys take into consideration special assets such as closely-held businesses, partnerships, limited liability companies, real estate, life insurance and retirement plan distributions. We also help you define and protect your legacy with effective succession planning through the development of wills, trusts and the designation of successors.
Our estate planning and asset preservation services include the following:
- Asset preservation
- Estate planning and administration
- Lifetime gift planning and charitable donations
- Probate and administration of estates
- Probate, trust and fiduciary litigation
- Federal estate, gift and generation skipping taxes
- Succession planning
- Trust and estate administration
- Trust and estate planning
- Wills and ancillary documents, such as financial and medical powers of attorney
We counsel on the most sensitive personal family tax issues, from those involving marital disputes and succession planning to executive compensation and retirement plans. Our attorneys routinely help clients transfer significant wealth to their families without undue tax cost. We work with each client to structure a personalized estate plan that achieves the family’s estate planning goals with sufficient flexibility for changes in circumstance. We also advise clients on asset protection strategies, family private foundations and structures for gifts and bequests to public charities. And, when necessary, we represent clients in adversarial proceedings with the Internal Revenue Service.