​Monteleone & McCrory, LLP attorneys work with many individuals, families, and family-based business owners as they engage in estate, asset protection, and business succession planning to ensure an orderly transfer of their assets, ownership of a business, and comprehensive protection of their hard earned assets.

Clients have a variety of goals they seek to achieve with assistance of an experienced planning attorney. They hope to:

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• Minimize their taxes (minimizing estate, gift, income, and property taxes)

• Provide for the ongoing care and support of children or elders (including those with disabilities)

• Distribute an estate to heirs with minimal loss to estate taxes, income taxes, or property taxes

• Retain control over assets or access to assets that are being set aside for future generations

• Ensure that preferences are followed regarding medical treatment, should he or she become incapacitated

• Plan for orderly succession of leadership in a family-owned business

• Protect their (and their heir’s) assets from potential creditors, former spouses, and others

• Bestow assets to a favorite charity

• Establish a family foundation to continue a tradition of charitable giving