Estate Planning

W&N provides a full range of sophisticated estate planning advice and related services for our clients, including succession planning for individuals, businesses, trust creation and administration, and estate probate and litigation when necessary. Our practice is built on a commitment and sensitivity to our client’s interests and confidential matters that cut across multiple generations.

Our Experience

Estate planning is inextricably tied to the wealth built up in family and closely held businesses. The transfer of these business or real estate assets can be difficult. W&N has significant expertise creating tailored estate and business succession plans for our clients to ensure the smooth transition and continuation of their businesses and transfer assets to the next generation. Our services include:

• Wills
• General and Durable Power of Attorneys
• Health Care Directives
• Living Wills
• Trusts
  • Revocable living trusts
  • Life insurance trusts
  • Generation-skipping trusts
  • QTIP trusts
  • GRATs and GRITs
  • Irrevocable dynasty trusts
• Estate planning
• Advising clients on trust administration issues
• Probate services