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Estate Planning/Wills & Trusts
Thoughtful and effective planning is necessary for preserving wealth and assets for future generations. RWO's attorneys have extensive experience assisting clients with developing and implementing tax and planning strategies for families with estates ranging from the simplest to the most complex. A well-considered plan is essential to provide for intended beneficiaries while optimizing tax consequences. Charitable planning is often important to our clients. We assist clients with estate and gift planning, creation and management of trusts, and other strategies that facilitate transition from one generation to the next.
We also handle probate matters for estates from the most modest size to very large estates involving property and assets located in other states and around the world. A good estate plan facilitates and simplifies the transfer of assets following a death.
We have important experience with charitable contribution plans, public charities, private foundations, supporting organizations and the creation, operation and compliance issues facing exempt and non-profit organizations. For RWO's business clients, business succession planning is an important part of business continuation planning facilitated by our attorneys.
RWO attorneys in this practice area include:
Patrick M. Ryan
Bryan D. Biesterfeld
William J. Bourke
