Trusts and Estates

Levy Craig attorneys recognize that planning a personal trust or creating a succession plan for the long-term health of a business are highly individualized and sensitive tasks. We don't take lightly our responsibility as your partner in this process.

Regardless of the value of your assets or the complexities of your estate, we make it our job to understand your individual and business goals, and the issues that impact your decision-making. Based on your objectives, we help you structure plans that will ensure a sound, tax-advantaged financial future for your family or your company. We also help reduce your tax burden during your lifetime and plan for your long-term needs, including eldercare.

We handle a range of financial planning issues – from individual trusts and estates to those of closely held business entities. We have worked with clients to establish charitable trusts, and to structure charitable foundations. Charitable trusts and foundations often turn to us for counsel on tax and corporate issues, as well.

Our expertise includes:
   > Estate and tax planning
   > Estate plan and probate administration
   > Ownership and succession planning for business owners
   > Wealth preservation and transfer
   > Business exit strategy development
   > Buy-sell agreements
   > Litigation involving probate, trust and other asset disputes