The Wealth Planning and Estate Administration attorneys at Polsinelli are proud to bring a unique perspective to personal planning, estate planning and tax planning for their clients. These experienced attorneys recognize issues and solve problems for the firm’s business owner clients and other successful individuals. They know that estate planning, income, gift and estate tax planning, and business succession planning are all closely inter-related and must be coordinated in order to achieve a client’s goals. Each estate plan for the firm’s clients and client families is designed to fit their needs, current law requirements and a client’s objectives for his or her family.

The firm’s estate and trust attorneys are widely known and respected, including active membership in the American College of Trust and Estate Counsel, a prestigious national organization of counselors. In addition to their work in estate, tax and business planning, they bring critical experience in trust and estate administration, and are well-equipped to deal with a client’s unfortunate death or incapacity. Polsinelli attorneys in this practice engage in wealth planning and administration on a full-time basis and collaborate daily with their colleagues in connection with shareholder agreements, retirement planning, marital agreements, gift planning, and charitable planning through current and deferred charitable gifts.

Experienced attorneys listen to and learn from their clients and incorporate the client’s wishes in a plan that is both comprehensive and flexible. The attorneys of the Wealth Planning practice create a personal plan for each client that addresses:

  • Accumulation of wealth and gifting opportunities
  • Planning for retirement, illness or disability
  • Planning for education expenses and needs of children and grandchildren
  • Current business management and succession planning
  • Disposition of assets at death, including trust planning for family members or other individual or charitable beneficiaries
  • Coordination of asset ownership for efficient operation of the estate plan
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