Grandma and Grandchild in Embrace

Estate Asset Protection & Business Succession Planning

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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:

  • 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

Female Business Owners

Our experienced planning lawyers present clients with information about a full range of tools available to meet their goals and provide accurate and thorough document preparation to ensure that their intentions are followed and will and trust contests avoided.  To that end, our attorneys assist with wills and living wills, living trusts, revocable trusts, irrevocable life insurance and other irrevocable trusts, special needs trusts, family limited partnerships, charitable remainder and charitable lead trusts, family foundations, reorganization of a business, and probate and estate administration, among other things.

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