Overview
Our trusts and estate planning group works with clients and clients' advisory team members to identify personal goals. We then customize an estate plan to achieve these objectives. Our broad and sophisticated trusts and estate planning practice addresses tax and estate planning opportunities for individuals and businesses of all sizes.
Estate Planning
Many individuals perceive estate planning to be a daunting process. Our attorneys explain estate planning options in detail, making sure clients are well informed and understand the documents used to implement their goals. Our experience enables our clients to reduce or eliminate estate, gift, and generation-skipping transfer taxes, to avoid or minimize the probate process, and to provide tools to adapt to unforeseeable circumstances.
In addition to creating estate plans, we strive to develop strong relationships with our clients. At our clients’ request, we periodically review their estate plans and make certain the plan evolves with changing financial and personal circumstances, as well as changes in the law.
Estate Administration
We realize that even a well-drafted plan may lead to estate disputes. We work closely with estate and trust fiduciaries to ensure their obligations are met. In the event an estate dispute cannot be peacefully resolved, our attorneys guide fiduciaries and beneficiaries through litigation to enforce their rights and recover what they are entitled to.
Wealth Management
Our trusts and estate planning practice utilizes legal and tax techniques to achieve the financial objectives of our clients. Our team of attorneys work in concert with our clients’ other advisers to develop a plan that encompasses our clients’ goals, relationships, commitments, and resources.
Business Planning
We have substantial experience in the area of business planning for owners of closely held businesses, including extensive experience in transfer and partnership issues. We assist clients in the integration of business planning techniques and estate planning by providing advice on the tax and non-tax issues related to the transfer of family businesses, including capital structure reorganizations, buy-sell arrangements, gift programs, and valuation issues.
Areas of Focus
Our attorneys understand that creating and maintaining estate planning documents is an important step in the process in order to ensure our clients’ wishes are properly carried out, that their assets are properly handled, and that their business and other interests are properly managed. To assist clients in this process, the attorneys in our estate planning practice regularly draft and administer complex estate plans for families and businesses, including:
- Wills and Related Transfer Documents
- Living Trusts
- Life Insurance Trusts
- Private Foundations
- Charitable Trusts
- Gift Trusts
- Dynasty Trusts
- Family Limited Partnerships
- Intentionally Defective Trusts
- Marital Property Agreement
- Power of Attorney
In addition to preparing and administering these documents, we routinely consult with clients on strategic business planning among generations and provide counsel on:
- Asset Protection Planning
- Business Continuity and Succession Planning
- Planning with Executive Compensation Benefits and Qualified Plans
- Charitable Planning and Philanthropic Giving
- Tax Minimization Strategies
- Selection of Trustees
- Non-Traditional Family Planning
Professionals
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- Senior Counsel
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- Senior Counsel
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- Associate
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Experience
Related Services
Areas Of Concentration
Insights
Firm News
In the Media
Alerts
Events
Published Works
- Is it Time to Update Your Estate Plan?Is it Time to Update Your Estate Plan?
At Amundsen Davis our mission is to help our clients establish a simple, straightforward plan to deal effectively with complex life issues while leaving an enduring legacy for future generations. While we can offer an in-depth knowledge of the law and the tools available to deal with the complexities of life, the one thing we cannot offer is an awareness of your ever-evolving personal family circumstances. Things change; a periodic review of your estate plan is an important part of plan maintenance.
- Planning for College? Why Your 18-Year Old Needs a Durable Power of AttorneyPlanning for College? Why Your 18-Year Old Needs a Durable Power of Attorney
Reaching the age of majority is a critical milestone in a young person’s life. It brings with it important changes and new freedoms. The newly minted adult may now vote, enter into contracts, join the military and marry.
- Thomas Strandberg Joins Amundsen Davis's Brookfield OfficeThomas Strandberg Joins Amundsen Davis's Brookfield Office
Our firm would like to welcome Thomas Strandberg as a Partner to our Trusts, Estates and Succession Planning Service Group in our Brookfield office.
- Michael Shaw Joins Amundsen Davis's Appleton OfficeMichael Shaw Joins Amundsen Davis's Appleton Office
We would like to welcome Michael Shaw to our Trusts, Estates & Succession Planning Service Group in our Appleton office.