There are many options to consider in transferring wealth—we listen closely to help you decide what’s best for you and your loved ones.
Culhane Meadows private client attorneys attend to the personal planning needs of our clients—from the common to the complex. We work closely with our clients to understand the details of their personal situation and the concerns which are most important to them. With this comprehensive knowledge we then prepare estate planning documents tailored to the client’s individual needs, beginning with wills, revocable trusts, durable powers of attorney, living wills, health care proxies and beneficiary designations to ensure that the basics are covered, and creating more sophisticated irrevocable trusts and gifting strategies where appropriate to protect family assets and minimize tax impact for both current and future generations.
We have decades of comprehensive experience in the property, tax and control issues that permeate estate planning and typically provide services to a wide variety of individual business owners, entrepreneurs, academics, professionals, artists and philanthropists. Culhane Meadows attorneys bring both personal sensitivity and technical tax proficiency to our clients, but also help clients plan with an awareness of what can go wrong. We understand the damage done to family and other relationships by estate controversy and recommend plans that minimize the possibility of litigation. We are also well versed in crafting trusts that balance desired involvement of beneficiaries in managing assets with providing creditor protection.
Culhane Meadows attorneys attempt to ensure that our clients make fully-informed decisions and are therefore happy to work closely with our clients’ other advisors and accountants. We are practical and sensitive, with decades of experience and a strong tax focus (both US and international). This enables us to make tax-efficient recommendations while keeping issues of family goals and dynamics, generational control and succession issues – in other words, our clients core interests – in the foreground.