Wealth, Estates & Trusts
You’ve worked hard for all that you have. It must be protected; you and your family deserve that.
And yet, the ins and outs of preserving your assets can be complicated and cumbersome. That’s why you need an attorney who is not only well-versed and highly experienced in wealth management, asset management, and estate planning, but you need one worthy of your trust. We have that attorney for you.
Spengler Nathanson (among its many areas of practice) is the area’s leading estate planning law firm. And that means our experienced attorneys know just how to protect your future.
You can learn more about each area of expertise below. When you’re ready to learn more and discuss your specific wealth management goals, we’re here for you.
WEALTH, ESTATES & TRUSTS ATTORNEYS
Michael W. Bragg
Larry G. Calcamuggio
Patricia Hayden Kurt
Thomas A. Lupica
Jennifer A. McHugh
David G. Wise
Richard E. Wolff
Nathan H. Zechman
There are various means to utilize to protect client assets. Our preferred approach is to be proactive and establish a plan in advance of any credit problems. We also work with clients who are facing imminent creditor problems to preserve assets.
Our attorneys work with clients and their caregivers, where applicable, to provide the appropriate means to protect elderly clients from potential problems related to their assets and their physical well-being. Issues we can assist with can include Medicaid planning and estate planning, asset protection and assistance with issues related to in-home or nursing home care.
Our attorneys offer a full array of estate planning services, including the drafting of wills, various types of trusts, limited liability companies, and family limited partnerships, as well as generation skipping tax planning and tax return preparation. We also help with preparation of advance directives, such as living wills and durable power of attorney. We can help you plan for your future to make the transition of your wealth to younger generations as seamless as possible.
Family Limited Partnerships
Our attorneys can help form a Family Limited Partnership in conjunction with estate planning and the asset protection process, where appropriate. With careful planning and a legitimate business purpose a family limited partnership can be a very effective way to achieve the leveraged transfer of assets from one generation to the next.
We establish and represent guardianships to protect individuals who are unable to care for their own well-being due to infancy, incapacity or disability. A court will appoint a legal guardian to care for an individual, known as a ward, who is in need of special protection. Legal guardians have the legal authority to make decisions for their ward and represent their ward's personal and financial interests.
Our attorneys work with clients in the application of Medicaid law, with the primary focus being on planning in advance of the need for Medicaid assistance.
There are two aspects to our representation in this area of the law. First, we represent the estate representative in the administration of the estate and distribution of estate assets. Second, we represent heirs in monitoring estates where there are issues with the designated estate representative and in wills/trusts contests and actions to recover assets belonging to an estate, a trust, or other individual.
Our attorneys utilize a comprehensive approach to retirement planning and wealth preservation. We examine and help to guide our clients’ investments, tax plans, business succession plans, trust plans, and charitable inclinations.
Trusts are an effective, and in many cases, a necessary part of a good estate plan. Trusts can be used to protect, transfers, control, and disburse assets. Our attorneys can help clients identify the benefits of setting a trust for their family and oversee the proper administration of a trust assets.
Our attorneys have extensive experience in connection with the use of creative and sophisticated techniques and plans to help you retain the wealth you have accumulated, while also planning for the transfer of that wealth to the next generations while minimizing or eliminating the tax you might otherwise have to pay in connection with a transfer upon your death.