Private Client & Wealth Management
Our firm represents individuals and families, privately-held businesses and family charitable trusts and foundations. We advise clients in the establishment and administration of trusts, estates and related tax matters and handle will contests and other types of probate litigation. Partners work with clients to review their ownership and disposition of assets and develop techniques to minimize estate tax obligations.
Attorneys in this practice area include:
Casner and Edwards Private Client & Wealth Management practice includes:
- Asset Protection
- Business Succession Planning
- Charitable and Planned Giving
- Estate Planning
- Estate Settlement
- Family Partnerships
- Fiduciary Services
- Medical and Elder Law
- Recapitalizations
- Wills & Trusts
