We provide practical, cost-effective and innovative guidance on all aspects of individual and estate tax planning, business succession planning, financial planning, asset protection planning, risk management, retirement planning and family counseling. You worked hard to get where you are. Set your goals and we will help you achieve them.
Our attorneys have been recognized for their excellence in the field of wealth planning and are dedicated to providing the highest quality client service at reasonable rates. Our attorneys have served as faculty members at Washington University’s School of Law and Graduate Tax Program and at St. Louis University School of Law. Our team members also regularly teach trust and estate courses for lawyers, accountants, financial advisors and families and have published books and articles on a wide variety of financial and estate planning topics. Our Wealth Planning team has also authored several chapters in such prestigious publications.
Many of our attorneys are members of renowned organizations in the trust and estates arena, including:
- American College of Trust and Estate Counsel
- Five Star Wealth Management
- Geneva Group International
- Mackrell International
- North American Elder and Special Needs Association
We are dedicated to helping clients manage their finance and estate concerns from start to finish, providing individualized plans to suit the specific needs of every individual or family.
Our comprehensive services include full wealth planning, preparation of estate plans, financial and health care powers of attorney, wills and revocable trusts. Many clients rely on our expertise to guide them through complex matters such as insurance trusts, charitable planning, establishment of foundations and charitable remainder trusts, and lifetime gift planning, as well as other important matters such as the distribution of the estate and trust assets. Others rely on our team of attorneys to handle their corporate restructuring matters, business succession planning, buy-sell agreements, partnerships and disposition of business assets.
Our firm is devoted to helping clients garner the best price in the sale of a business, effect the smoothest possible transfer of a company to its next generation of ownership and structure mergers and acquisitions to achieve a favorable level of tax liability for the client.
Our Wealth Planning team excels in the handling of special needs planning, including Medicaid and Social Security issues for disabled family members, helping to ensure their financial well-being throughout their lives.
Our expertise also includes the preparation of prenuptial and postnuptial agreements, estate gift and fiduciary tax returns and deferred compensation agreements.
Even if your wealth planning documents have been drafted, changes may need to be made in order to accommodate updated regulations or inaccuracies. For more information, take a look at a few of our informational documents on services offered by our Wealth Planning team, including:
- Durable Powers of Attorney
- Revocable Trusts
Download our handy “Did You Know?” document to learn more about some tricky wealth planning hurdles that may affect how your estate is handled. We also offer a full range of Fiduciary and Trust Litigation services.
The Right Price
We believe that superior client service doesn’t have to break the bank. By distributing tasks among staff members according to client needs and efficiently handling each individual client’s needs, we are able to provide cost-effective, high quality service for all your wealth management and planning needs. Download the Flat Fee Services Summary for more information on standard pricing.