PERSONAL SERVICES & ESTATE PLANNING

PERSONAL SERVICES & ESTATE PLANNING

GW's Personal Services and Estate Planning Practice Group advises our clients in the preparation of wills and trusts, as well as in estate administration and gift planning for the preservation of family businesses and wealth upon death, and related tax matters. We also advise our institutional clients on significant charitable gifts and the structuring of such gifts.

The Personal Services and Estate Planning Practice Group advises our clients in the following representative areas:

  • Estate planning, including the preparation of wills, and revocable and irrevocable trusts
  • Proper asset structuring to take advantage of tax saving opportunities
  • Retirement plans, distribution calculations, and beneficiary designations
  • Family limited partnerships
  • Preservation of family assets through generational planning ("generation-skipping")
  • Qualified personal residence trusts
  • Gift planning techniques
  • Practice and business succession issues
  • Charitable giving techniques, including charitable trusts and creation of private foundations
  • Advanced tax planning
  • Planning with highly appreciated assets
  • Insurance trusts
  • Asset protection trusts