Butler Snow’s Wealth Management and Estate Administration team seeks to understand the client’s personal philosophy and family goals and then assist in developing and implementing a well-designed plan to achieve an orderly transfer of the client’s wealth. Achieving the best result depends on a careful application of legal expertise to the client’s goals. Normally, the final plan reduces transfer taxes and protects the assets of the client for future generations. The process covers more than the traditional preparation of last wills and testaments, and in many cases, takes planning that includes innovative techniques to resolve problems.
Over time, as situations change, clients may wish to adjust their goals and plans. We are there to assist in meeting these challenges as they arise, or in anticipating such changes. Some representative areas of activity that Butler Snow’s Wealth Management and Estate Administration team addresses include:
Lifetime planning
Durable powers of attorney for medical and financial decision-making authority
Special needs trust for disability purposes
Shareholder agreements
Limited partnerships
Limited liability companies
Asset protection
Planning for charitable gifts
Private foundations (formation and operations)
Lifetime gifts and generation-skipping transfers
Life insurance trust
Minors trust
Tax advantaged trust
Pre-nuptial and post-nuptial agreements
Planning for education obligations
Succession planning
Basic planning documents (trust and wills)
Planning with retirement assets (trust)
Charitable gifts
Incentive trust
Use of items listed under lifetime planning
Disclaimers
Business succession issues
Gift techniques
Estate and trust administration
Advising fiduciaries on tax elections
Working with appraisers
Assisting in the preparation of the estate tax return
