Estate Planning
Our Approach
The design and implementation of complex wealth transfer and preservation plans are central to the practice of Osborne, Helman, Scott, Knisely & Stanton, LLP. The firm’s attorneys have extensive experience in all areas of advanced estate planning and wealth preservation techniques. This experience includes managing and coordinating the intricate needs of the families and addressing the complex tax issues involved in succession plans.
In the implementation phase, the firm assists with preparing documents and transfer tax returns, often working in conjunction with clients’ other counsel and certified public accountants. The firm’s attorneys also have broad and varied experience in all areas of business entity planning, including the formation and administration of corporations, limited liability companies and limited partnerships.
An integral aspect of estate and wealth preservation planning is asset protection. The firm’s lawyers are among the nation’s leaders in this practice area and deploy both domestic and international structures and arrangements to achieve clients’ goals.
