Failing to plan is planning to fail, especially when it comes to the future of your loved ones. With a plan, you can arrange how your property and assets are distributed after you have passed on. You can also create a plan for yourself in case you are ever unable to make sound decisions or care for yourself. Without a plan, you leave behind not only confusion but also a burden on those you care about most.
Dunlap Bennett & Ludwig’s estate planning lawyers counsel clients in developing and implementing comprehensive strategies to protect their wealth and assets. We work with clients to develop an effective long-term plan for their estate and ensure that the plan is correctly implemented when the time comes.
Our experience with estate, trusts, and wealth planning
Dunlap Bennett & Ludwig’s trusts and estates lawyers understand that personal wealth planning requires a personal relationship. Our lawyers work closely with clients, counseling them on all aspects of wealth planning, including estate, gift, and generation-skipping transfer tax planning, charitable giving and foundations, and life insurance planning. Our lawyers also provide guidance regarding asset protection planning and trusts.
We have significant experience helping clients set up and maintain domestic and foreign trusts and have resolved estate tax disputes and controversies in the U.S. and abroad. Our trusts and estates team has expertise in integrated estate planning, leading clients in coordinated, comprehensive efforts that seek to maintain wealth in the short run and grow it in the longer term.
What we do
- Draft simple and complex wills and trusts
- Counsel clients regarding both domestic and international trusts and estates matters, including revocable and irrevocable trusts, living wills, and special needs trusts
- Assist clients with asset transfers, trust administration, and other trust matters
- Counsel clients regarding estate, gift, and income tax matters
- Advise clients in connection with medical and financial powers of attorney
- Ensure compliance with state and local law regarding estate, trusts, and wealth planning
