Estate and Gift Planning

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.

*Culhane Meadows is ranked by U.S. News/Best Law Firms in Technology Law, Bankruptcy/Reorganization Law, and Information Technology Law. This website and the communications herein may be considered attorney advertising. Previous results are not a guarantee of future outcome. This website is for informational purposes only and does not constitute legal advice. The information herein is not intended to create an attorney-client or similar relationship. Until you establish such a relationship and receive an engagement letter, you have not hired a Culhane Meadows attorney nor become a client of the firm. Whether you are a new or existing client of the firm, Culhane Meadows must determine that there is no conflict of interest and that it is willing and otherwise able to accept the new engagement before representing you on a new matter. Only if and after Culhane Meadows has informed you it is willing and able to accept your new matter should you send the firm any information or documents that you consider private or confidential. Such information will not be treated as private, confidential or otherwise protected from disclosure until Culhane Meadows has communicated in writing that it is willing and able to accept your new matter and provide you with legal counsel. Whether you need legal services and which lawyer or law firm you select are important decisions that should not be based on this website alone.

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